News & Insights
The Fiduciary Role in Local Government: Leading with Intention
August 20th, 2025
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By Rod Taylor |
Consulting |
Government
In local government, leadership isn’t just about setting agendas or passing budgets. It’s about making decisions that protect public resources and move the organization forward. That’s the heart of fiduciary […]
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Reviewing the July 2025 Markets
August 19th, 2025
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By Michael Nordmann |
High Net Worth |
Wealth Management |
High Net Worth
Growth Persists Investors closely watch quarterly GDP reports to evaluate the strength and direction of the economy. These reports influence market sentiment, shape expectations for Federal Reserve policy, and offer […]
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Incentivizing Production: What the OBBBA Means for Manufacturing
August 18th, 2025
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Tax |
Manufacturing
No sector is poised to feel a bigger impact from the One Big Beautiful Bill Act (OBBBA) than the manufacturing industry. Many of the most important provisions in the $4.5 trillion tax […]
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Is Your Business Ready for Digital Documents and E-Signatures?
August 14th, 2025
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Technology |
Small & Midsize Businesses
Whether signing a vendor agreement, approving a repair estimate or applying for a loan, chances are you’ve signed something digitally in recent months. In 2025, digital documents and e-signatures are […]
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Trimming Your Nonprofit’s Meeting and Fundraiser Budgets
August 12th, 2025
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Consulting |
Nonprofit
Whether you’re planning an off-site retreat for board members, a luncheon for potential corporate funders or a formal fundraiser, you likely will encounter opportunities to cut expenses. Although no one […]