We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
NEPSIS NUGGETS
Nugget #45: It’s Time, Not Timing
August 14, 2026
With investing, it's time in the market that matters, not timing the market.
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Nugget #44: Buyer Beware
August 7, 2026
New technologies are shaping our economy and our world like never before.
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Nugget #43: Good Things Come in Small… Caps
July 24, 2026
An old expression is that "good things come in small packages."
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Nugget #42: Don’t Overlook Dividends
July 16, 2026
Over the past decade, dividends have represented about 23% of total returns for the S&P 500.
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Nugget #41: Catch a Rising Star
July 9, 2026
The best investors find great companies on the way up – before they reach Top 10 status.
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BLOGS
The Benefits of a Family Office Framework: Clarity for Generations
June 17, 2026
How coordinated, holistic financial management can help affluent families protect and grow what matters most. For many affluent individuals and…
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Nugget #40: Party Like It’s NOT 1999
June 12, 2026
While some have compared the recent bull market to that of 1999, the data would suggest otherwise.
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