Insights & Holdings

Latest Quarterly Review

Fourth Quarter 2025 Review and Commentary

Top 10 Holdings

Tranquil view Niantic Connecticut salt marsh in summer with blue sky and blue boat reflections of cumulus clouds in still water with copy space, saltwater tidal marsh, East Lyme, New England scenic

April 14, 2026

Benefits of Donor-Advised Funds: Why More Families Are Choosing a DAF

Multi-Generational Wealth

The elderly couples embraced at the seaside.The elderly couples embraced at the seaside.An old couple hugged by the sea.Mature couples relax at the seaside on holiday.

April 13, 2026

Financial Planning for the Cost of Long-Term Care: Strategies to Prepare the Entire Family

Multi-Generational Wealth

The Connecticut shoreline of Long Island Sound

April 11, 2026

What Is a Qualified Personal Residence Trust (QPRT)?

Multi-Generational Wealth

A group of people, athletes and members of the public, who voluntarily participated in the charity march. Group of people walking in sports, walking and jogging clothes.

April 10, 2026

Charitable Donation Limits: What Changed Under the New Tax Law?

Multi-Generational Wealth

New England Lighthouse in Lighthouse Point Park in New Haven Connecticut

April 9, 2026

Donor Advised Fund vs. Private Foundation: Building Your Charitable Giving Strategy

Multi-Generational Wealth

father and son hike to a beautiful overlook in the fall

April 8, 2026

A Complete Guide to Family Governance: What It Is and Why Your Family Needs It

Multi-Generational Wealth

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

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