Our focus has always been on values and culture, not rewards. The accolades we've received are a meaningful reflection of the people, culture, and clients that define our firm. As we look back on the recognition we’ve received, our overwhelming feeling is gratitude. Gratitude for our team members who live our values every day and for the clients who place their trust in us year after year.
Most families make high-stake decisions about colleges based on the common misconceptions. These myths can quietly cost them tens of thousands of dollars over the duration it takes for their children to go through school. Keep reading to hear from our advisors about getting past the goal of just "getting in," and figure out how to keep your long-term financial plan in tact during these costly years.
For many people, a new job, promotion, raise, bonus, or even a big drop in expenses (like finally paying off a car or student loan) feels like a green light to spend. The paycheck goes up, but there’s rarely a deliberate conversation about what to do with that extra income, so it quietly disappears into nicer dinners, more subscriptions, upgraded cars, and impulse purchases. When these opportunities arise, it is more than a bigger paycheck; it’s a chance to permanently change your financial life for the better.
Learn Alexander Hamilton’s timeless financial principles to build a resilient, long-term wealth plan. From mastering your numbers to disciplined investing and lifelong guidance, these Hamiltonian habits help clients achieve clarity, confidence, and financial security for generations.
While headlines and short-term market movements can feel unsettling, 2025 reinforced an important truth: markets adapt, economies evolve, and long-term discipline matters. As we look ahead to 2026, staying focused on goals, maintaining diversification, and keeping perspective will remain essential. If you have questions about how these trends may impact your financial plan, we’re here to help guide the conversation.
As 2025 winds down, it is a good time to pause and look at the big picture: how your money supported your life this year and what you want it to do for you in the next one. Use this checklist to reflect on progress, refine priorities, and tee up practical changes for 2026.