Congratulations to our Chief Operating Officer and Managing Partner, Christine DeMao, on the release of her podcast interview with Michael Kitces on July 14! Featured as part of Michael’s Financial Advisor Success podcast series, Christine
Kitces Financial Advisor Success Podcast featuring Christine T. DeMao
July 29th, 2026 by Christopher Sidoni
GC News
Quarterly Insights
July 16th, 2026 by Christopher Sidoni
Investment Management
Much has changed in financial markets since our last commentary in April. US stocks began the year with a step backward following the announcement of the war in Iran. Other markets around the world briefly
Beyond the Numbers: A Retirement Case Study
June 17th, 2026 by Chad Hileman
Financial Planning, Investment Management
A couple in their late 50s was contemplating retirement in the next few years. Up to this point, each had enjoyed successful careers, one as an executive and the other as a business owner and
GC Cybersecurity Series – Protecting Your Portfolio From Cybertheft
May 27th, 2026 by Christine DeMao
GC News
It may not come as a surprise to you that we regularly hear from clients who are looking for resources to protect themselves against identity theft or to resolve a potential breach. The Federal Trade Commission
Quarterly Insights
April 21st, 2026 by Christopher Sidoni
Investment Management
The topic for this quarter’s Insights is investment activity. As in, how does one know when to make some changes or when to stay put? Our default instincts prefer more activity to less. Action sounds
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