Brent Urbach |

April 2023  

The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate popular financial headlines. That is, at least

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Brent Urbach |

Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was

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Brent Urbach |

Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual

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Brent Urbach |

Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar

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Brent Urbach |
Despite our fervent hopes that Ukraine’s sovereign rights would prevail over tyrannical aggression, it’s now clear that Vladimir Putin has doubled down on the
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Brent Urbach |
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do
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Brent Urbach |
Today, in a whole new year, let’s talk about parts versus wholes. The theme is hardly new, but it bears repeating, lest we forget how essential they both are—to
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