Join Our Newsletter

Join Our Newsletter2023-09-08T13:26:39-07:00

Sign up for our newsletter to receive insightful articles on investment management and financial planning as well as invites to our community events.

Join Our Mailing List

* indicates required

Our Publications Include

Friday Reflections
Investment commentary that focuses on the week’s financial news

Planning Reflections
Deeper dives into planning topics from retirement to buying solar.

Event Information
We host regular community events, including art receptions

Team News

Legacy Planning for Digital Assets

As we continue to rely on technology to make our lives more convenient, our digital asset landscape is becoming more relevant than ever. Including language in your estate plan that covers digital assets is an increasingly common practice to provide clarity over who has legal authority.  

The Challenges of Powering AI Infrastructure

The exciting potential growth of artificial intelligence and hyperscale computing capability should account for the logistical and environmental challenges of expanding infrastructure to handle the dramatic increase in energy demanded by powerful chips.

Bearing Witness

January - April 2024
This is a satellite show of Art of the African Diaspora which presents the work of emerging and established African American artists and, in the process, builds a creative community of artists and art lovers.