This Father’s Day is different. For the first time, I’m celebrating as a dad. This has me thinking a lot about fatherhood and legacy. In November, my wife Jessica and I welcomed our son, Micah Trey, into the world. I’ll never forget the moment I first held him. As I hold Micah today, I f...
Consumer Sentiment On May 8th, the University of Michigan reported that consumer sentiment fell to 48.2, setting a new all-time low for the second consecutive month, and dropping below levels recorded during both the pandemic and the global financial crisis. Yet economic reality tells a very differe...
One of the questions I hear most from prospective clients is, “What should I be investing in right now?” It’s a fair question, but in my experience, it’s usually not the best place to begin. Underneath that question are often much bigger ones: Am I making the right decisions for my future? A...
Hauling Lobster Traps in My Formative Years My family has lobstered the waters off Maine for generations. Growing up, I spent more summer mornings on a boat than I did on land, riding along with my dad, uncles, and cousins before eventually getting my own student license through my uncle’s sponsor...
If your company offers an employee stock purchase plan (ESPP), participating feels like an easy decision. Buying company stock at a discount sounds like a smart way to build wealth and invest in a company you believe in. However, the decision to participate in an ESPP should be less about a pub...
Markets rarely pause between quarters, and Q1 2026 was no exception. Headlines kept investors’ attention throughout the quarter: geopolitical escalation in the Middle East that drove oil prices sharply higher, continued back-and-forth on U.S. trade policy, and a pause in the upward trend of techno...
Tax laws can feel overwhelming, especially when new legislation makes headlines. You may be wondering what’s changing, and more importantly, what it means for you and your financial future. With the One Big Beautiful Bill Act (OBBA) signed into law in July 2025, we’re already evaluating what its...
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