Insights & Holdings

Latest Quarterly Review

Fourth Quarter 2025 Review and Commentary

Top 10 Holdings

Quarterly Reports

A view down the pier boardwalk on a beautiful summer day by the Long Island Sound at Calf Pasture Beach in Norwalk, Connecticut USA

January 28, 2026

Fourth Quarter 2025 Review and Commentary

Quarterly Review

multigenerational family

January 26, 2026

Understanding Connecticut and Federal Estate & Inheritance Taxes in 2026

Multi-Generational Wealth

New Haven Light House at Lighthouse Point Park At Sunset. The lighthouse is dark, but the tower remains, greeting ships from around the world to New Haven.

January 22, 2026

How Are Capital Gains Taxed In Connecticut (CT)?

Multi-Generational Wealth

Bustling university campus scene, diverse students walking between buildings, lush green spaces, architectural mix of classic and modern structures

January 21, 2026

Connecticut 529 College Savings: How to Choose the Right Plan for Your Family

Multi-Generational Wealth

Sunset at Chatham, Cape Cod Summer Rental

January 20, 2026

Preparing Your Family for Capital Gains Tax on Inherited Property

Multi-Generational Wealth

Connecticut bay marina with boats

January 15, 2026

Inheriting Stock: What You Need to Know About Cost Basis, Taxes, and Smart Strategy

Multi-Generational Wealth