Signal vs. Noise: Stock Market Concentration Concerns
The Player or the House?
We’re in the Hospitality Business
Client-Exclusive Webinar with David Booth, Co-Founder and Chairman of Dimensional
A Good Estate Plan Should Make Life Easier
Investing at the Top – A Forbes Piece We Love

John Jennings, podcast guest, Chief Strategist, and President at The St. Louis Trust Company, recently wrote about why it’s okay to invest at the top of the market in his latest Forbes piece. He shares the story of two clients, one that took his advice and one that didn’t. Which client are you…Smith or Jones? Read the outcome here.
Service King Earns MBA

Guess who just got smarter? Congratulations to our partner and client service king John Reagan! John completed his MBA from the Olin Business School at Washington University in St. Louis. We are inspired by his commitment to our clients and the way he powered through his courses while being a dad to four young children and maintaining his famous positivity throughout. John says, “I am excited to bring a new level of thinking to our firm and the clients we serve.”
Podcast Episode – The Legend of the Man in the Green Bathrobe
Is investing a game? In the latest podcast episode of Take the Long View, Matt Hall shares the classic fable of the man in the green bathrobe. Listen on Apple here or click below.