Office Hours
The Midterms
In this Office Hours, Senior Client Portfolio Manager Thomas Duffy, CFA®, discusses the question, will this election help or hurt my portfolio?
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Played college basketball at Santa Clara University and briefly played professionally in EuropeRelated Insights
Office Hours
Inside the FOMC
August 20, 2026
In this Office Hours, Senior Client Portfolio Manager Peter Eisenrich®, CFA, explores the strategy and dynamics of the Federal Open Market Committee under the new Chair Kevin Warsh.
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Office Hours
Unique Estate Planning Tactics
April 15, 2026
In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss moving beyond foundational estate planning, discussing advanced strategies like spousal lifetime access trusts while emphasizing thoughtful, simple design.
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Office Hours
Communicate Your Wishes
April 15, 2026
In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson emphasize the importance of communicating estate plans clearly, helping families reduce conflict, avoid surprises, and maintain long-term harmony.
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