Insights & Holdings

Latest Quarterly Review

Fourth Quarter 2025 Review and Commentary

Top 10 Holdings

Quarterly Reports

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