Guide· Jan 15, 2025
2025 Capital Markets Outlook
Where we see risk and opportunity across equities, fixed income, and alternatives this year.
Resources
Factsheets, guides and disclosures — ready to share with clients.
Featured
Handpicked this monthGuide· Aug 2, 2025
Understanding Direct Indexing
How direct indexing improves after-tax returns for high-bracket taxable accounts.
Commentary· Oct 8, 2025
Q3 2025 Market Commentary
Quarterly update — themes, portfolio positioning, and what's next.
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20 itemsGuideJan 15, 2025
2025 Capital Markets Outlook
Where we see risk and opportunity across equities, fixed income, and alternatives this year.
#outlook#2025#asset allocation
GuideAug 2, 2025
Understanding Direct Indexing
How direct indexing improves after-tax returns for high-bracket taxable accounts.
#tax-managed#equity#primer
CommentaryOct 8, 2025
Q3 2025 Market Commentary
Quarterly update — themes, portfolio positioning, and what's next.
#quarterly#Q3 2025
FactsheetOct 1, 2025
Core Growth 70/30 — Factsheet
Diversified 70/30 growth model on low-cost core ETFs.
#growth#70/30#core
FactsheetOct 1, 2025
Balanced Income 50/50 — Factsheet
Even split between broad equities and quality bonds.
#balanced#income#50/50
FactsheetOct 1, 2025
Tax-Managed Equity — Factsheet
Direct-indexed S&P 500 sleeve with year-round tax-loss harvesting.
#tax-managed#direct indexing
FactsheetSep 30, 2025
Fixed Income Ladder — Factsheet
1–10 year rolling Treasury and IG corporate ladder.
#income#fixed income#ladder
FactsheetSep 30, 2025
Alternatives Sleeve — Factsheet
Diversifying alts — private credit, managed futures, real assets.
#alternatives#diversifiers
FactsheetSep 28, 2025
Dividend Focus — Factsheet
Quality US dividend-growth companies with a small alt hedge.
#income#dividend
FactsheetSep 28, 2025
ESG Growth — Factsheet
ESG-screened global growth portfolio with a core bond ballast.
#esg#growth
GuideJun 18, 2025
What is an Investment Policy Statement?
A plain-English overview of the IPS and why every household should have one.
#planning#ips#beginner
GuideMay 22, 2025
Roth Conversion Basics
When Roth conversions make sense — and how we model the tax impact together.
#tax#retirement
GuideMar 11, 2025
Market Volatility: Staying the Course
Why diversified investors are rewarded for enduring temporary drawdowns.
#behavioral#volatility
VideoFeb 4, 2025
Rebalancing, Explained in 3 Minutes
A short video advisors can share with clients before annual reviews.
#video#rebalancing
PDFOct 1, 2025
ADV Part 2A
Current firm brochure disclosure.
#compliance#adv
PDFOct 1, 2025
ADV Part 2B — Brochure Supplements
Advisor supplements for each investment adviser representative.
#compliance#adv
PDFJan 5, 2025
Privacy Policy Notice
How the firm collects, uses, and safeguards client information.
#privacy#compliance
FormAug 19, 2025
Distribution Request Form
Standard form for one-time or recurring distributions.
#forms#distributions
GuideOct 11, 2025
2025 Year-End Tax Planning Checklist
The moves worth revisiting before December 31st.
#tax#year-end#checklist
GuideApr 20, 2025
Long- vs Short-Term Capital Gains
Rates, holding periods, and how loss harvesting layers in.
#tax#capital gains