For those long-time readers of The Weekly Whiteboard, this is not my first piece on inflation, and it certainly won't be our last, given the client questions and discussions over…

We often discuss gifting and charitable giving with our clients—a topic that is both positive and rewarding, yet sometimes challenging. Given that it frequently makes its way onto my whiteboard…

For the most avid readers of our Weekly Whiteboard you will note that last week we provided context on the election’s impact on the investment markets in the near-term. That…

This could come as a surprise to many of you, but we have a presidential election coming up! And, while there may be policy implications (at the State and Federal…