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The Long View

    The Long View: July 2025

    Tax Reform, Mid-Year Update & Our Team's Favorite Summer Reads The signing of the One Big Beautiful Bill Act has created both opportunities and questions for retirement planning. In this edition, we break down what these tax changes mean for your financial future, share Ben Beck, CFP®'s perspective on navigating recent market turbulence, celebrate our team's impressive service milestones, and offer summer reading recommendations to enjoy during these warmer months. IMPORTANT UPDATE: We regret to inform you that the British Cars of New Hampshire "Show of Dreams" scheduled for July 26th has been canceled by the organizers. We share in your disappointment and look forward to our next event to bring this community together. In this issue

    The Long View: June 2025

    June Reflection: What Financial Planning Is Really About By Benjamin Beck, CFP® Managing Partner &...

    The Long View: May 2025

    In this issue

    The Long View: April 2025

    Your Capital: Get Busy Living, Or Get Busy Dying By Benjamin Beck Managing Partner & Chief...

    The Long View: March 2025

    Fresh Starts and inspiration for march March brings a sense of momentum—longer days, a shift in...

    The Long View: March 2025 - Traverse City

    Fresh Starts and inspiration for march March brings a sense of momentum—longer days, a shift in...

    The Long View: February 2025

    What's Your passion? As we step into February and shake off the chill of January, we thought we’d...

    The Long View: January 2025

    Start The Year Off With Some Inspiration Happy New Year! We hope that you are easing into January....

    The Long View: December 2024

    As 2024 comes to a close, we’d like to thank you for allowing us to accompany you on your financial...

    The Long View: November 2024

    Sneaky November Did November sneak up on you? It feels like one moment we're carving pumpkins, and...