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The Long View

    The Long View: January 2026

    Progress, Not Perfection January often brings a mix of optimism and pressure, the feeling that something new should begin and that it should begin perfectly. It’s a natural moment to pause, take stock, and think about the year ahead, not just in terms of goals, but in terms of direction. New beginnings bring energy and optimism, but they can also bring pressure. Pressure to decide quickly. To get things right immediately. To set expectations that may be difficult to sustain once life inevitably intervenes.

    The Long View: December

    Reflecting, Celebrating, and Looking Ahead As the year comes to a close, it’s a natural moment to...

    The Long View: November

    Giving Thanks, Giving Back November invites us to slow down, gather with the people who matter...

    The Long View: October 2025

    Finding Strength in community What determines how we face life's greatest challenges? For some it's...

    The Long View: September 2025

    Seasons of Change: Making the Most of Life's Transitions September brings a distinct shift in...

    The Long View: August 2025

    Defining True Wealth & Growing Through Challenges "What is genuine wealth?" For some it's family,...

    The Long View: July 2025

    Tax Reform, Mid-Year Update & Our Team's Favorite Summer Reads The signing of the One Big Beautiful...

    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...
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