Blog

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

The second quarter got off to a rocky start with U.S. stocks declining in value by more than 10% in just two trading days (April 3 and 4). The selloff precipitated by President Trump’s tariff

Sometimes when I come across an interesting investment illustration, I will take a picture of it on my phone to revisit it later. You might do the same with quotes or pieces of an article

As Benjamin Franklin famously said, “Nothing is certain except death and taxes.” While both are inevitable, smart estate planning can help reduce the tax burden on wealth transfers at death. Understanding Estate Taxes and Exemptions