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Like so many topics in financial planning, the Roth conversion decision tends to be reduced to a set of assumptions and some financial modeling.  But from my perspective, the math fails to address all the

Sometimes I hear an investment adage repeated frequently enough that it inspires me to go look for its origin.  This year the phrase that caught my attention was “climbing a wall of worry”.  This expression

Stock prices continued to climb in the third quarter, building on the recovery that began in April. The so-called “tariff tantrum” earlier this year resulted in U.S. stocks shedding nearly 20% of their market values.

2025  is shaping up to be a special year for GC! Our year-long celebration of our firm’s 35th anniversary culminated with the happy news that we were included in the Pittsburgh Business Times’ list of

Traditional Ways of Handling Concentrated Positions With the S&P 500 up more than 200% over the past 10 years, many investors have portfolios that contain highly appreciated stock positions, which may result in significant concentration