
recent publications
Please enjoy our recent articles and thoughts on the markets. If you would like to receive regular updates from us via email, please submit the contact form below.
Foundational Content


Paige(r)'s Rules for Getting Started

Account Types

Qualified Charitable Distributions (QCDs) vs Donor Advised Funds (DAFs)
paige's ponderings
We publish a monthly newsletter, Paige's Ponderings, that is sent out directly to our clients. Recent editions can be accessed using these links:
Quarterly Commentaries
Every quarter we analyze current market trends and consider broad financial topics. Our aim is to provide approachable content that is relevant to all of our clients.