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Recent Insights

2024: Milestones, Memories, and What’s Next

This may well be my last article of 2024. To that end, I’d like to be the first to say that spending 2024 with you has been a privilege. I know the year wasn’t a privilege for everyone. 2024 brought its share of heartbreaks to the 135 families that we work with. And for you,…

Giving Through Endowments

By John P. Napolitano CFP®, CPA, PFS, MST | Founder & Chairman In honor of Giving Tuesday Financial planning is at its best when a client asks us, “Help me find a way to do something that’s deeply important to me.” In that vein, I want to share a recent client story of this sort…

thanksgiving

From Our Table to Yours

We asked our team to share their favorite dishes that make Thanksgiving with loved ones extra special! What is your favorite dish to make or eat? Reply and let us know! Alex: So many great choices here, and this changes with time. However, my wonderful wife Ashley makes this butternut squash soup for a first…

The Perfect Bite

As we approach one of my favorite times of the year, Thanksgiving, into the holiday season, I constantly have flash back memories of those holiday traditions as a kid. Depending on what house and what holiday, we had the ‘kids’ table all the way through being young adults. The conversations and the food seemed to…

Picking The Winners

By Rob Napolitano When you’re in the world of alternatives, you get asked a lot about who the “winners” are. The first thing I tell people is that the right question is more focused on what your financial objectives are, not who makes headlines for ROI. Alternatives can tiptoe between asset and liability when they’re…

Market Update: November 2024

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.

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