How California Is Fine-Tuning Trust and Estate Administration

Published on December 17, 2025

Two new laws address probate reform.

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Are Small-Caps Worth a Steak Dinner?

December 17, 2025
Coming into 2025, amid a debate about concentration and lofty valuations in the largest of large-cap stocks, as well as concerns about macro uncertainty and economic conditions, we collectively called for diversification. That diversification, among other things, singled out the opportunity in small-caps.

Successful AI Implementation Starts With Building Trust

December 17, 2025
What will really determine whether your firm has success using AI or any technology is whether employees and advisors trust the way these tools are explained, implemented, and managed.