We are excited to welcome into our family Thomas Patrick Reagan. He was born September 14th and weighed in at 7lbs 12oz. He’s shown above with his older brother James.

We are proud to share the story of Gateway to Hope, a local charity that supports breast cancer patients by covering their medical costs during treatment. Our own Katie Trout co-chaired their 2015 KaleidoHope event along with our peer advisor, Tiya Lim (both pictured above). They celebrated many successes, including the organization’s 10th anniversary. Best of all, they have never turned a patient away. To learn more about their story, click here.

It was especially poignant for me and other members of my family to attend since we lost my mother to breast cancer this August. Thank you to all at Gateway to Hope and elsewhere who support breast cancer patients, survivors, and their families.

No stone unturned. Although we most often get credit for our evidence-based investment approach, we are also helping clients with seemingly small things just below the surface that can make a big difference when the unexpected happens. One such example is helping clients properly name account beneficiaries for their retirement accounts. IRAs (and other retirement accounts) pass by operation of law according to your beneficiary designations on file, rather than per your estate planning documents. This is a very common misconception.

Experience tells us that it is essential to name a contingent beneficiary in addition to the primary. If a husband and wife were to die at the same time, the assets would pass to their estate, which may result in delays and higher federal income taxes for their beneficiaries. Click here to read an article on this topic.