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    The Long View: MAY 2026

    First Pitch May has a way of arriving with momentum. The lawn needs cutting again. The schedule fills up. Tax season is finally behind us, and for the first time in a while, we have a chance to look up. This month we did some looking up of our own. Last week we opened the doors of our Portsmouth office to celebrate with clients, friends, and neighbors. Ben Beck, CFP® shares his perspective on what baseball can teach us about building wealth. And Garrett Murphy, our Director of Tax Services, joined Ben for a conversation about what to do with your tax return now that it has been filed. Each one is a first pitch in its own way. That is what this issue is about.

    The Long View: APRIL 2026

    Built to hold A good financial plan often works in the background. It does its work through raises...

    The Long View: March 2026

    Planting Deep Roots March has a way of reminding us that time is moving. The days are getting a...

    The Long View: February 2026

    What Endures Endurance is intentional. It doesn’t happen by accident. It’s built through steady...

    The Long View: January 2026

    Progress, Not Perfection January often brings a mix of optimism and pressure, the feeling that...

    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,...
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