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    The Long View: August 2025

    Defining True Wealth & Growing Through Challenges "What is genuine wealth?" For some it's family, for others it's health, and for some it's the things or people they surround themselves with. While we all have different reasons for building, protecting, and growing our wealth, there sits an indelible quality that unites us all. Wealth is about sustainable long-term growth versus just a means to an end.

    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...

    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...
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