Lost Money Found: Going Above and Beyond for Our Clients

Saving and Finding Money

Getting a fair market price for a new car is no easy task. Unfortunately, we’ve found that when clients get older they face the possibility of being taken advantage of by unscrupulous salespeople—especially if this is their first time purchasing a car. Our advisors have helped clients navigate through the car buying process and have negotiated car purchase prices to help ensure they receive competitive pricing. The last negotiation saved the client more than $1000!

Did you know that you could have lost money that is just waiting to be found and claimed? Our staff has helped our clients locate forgotten stock certificates, bank accounts, refunds, and more. By searching state escheatment records, we have uncovered hundreds of dollars for our clients so far this year – for one client alone we discovered $480!

Navigating Relationships

Our advisors have been there to help clients navigate through family meetings. We know that meetings with family members don’t always run as smoothly as planned. Our staff has scheduled family meetings for our clients with their children and advisors. Sometimes, even grandchildren attend. These meetings have given our clients the opportunity to discuss their legacy and clarify their expectations for the future. During the meeting, our advisors provide support when needed and help our clients make their wishes heard.

We’ve also helped our clients with iphone training, swimming lessons, and even set-up a dating profile that led to a marriage! Our advisors and staff are always looking for ways to surpass expectations and support our clients in surprising and helpful ways. With our advisors as their advocates, our clients are empowered to thrive—to pursue the future, with confidence, on their own terms.

Weekly Bottom Line

Kevin Warsh takes the helm of the Federal Reserve after his nomination was confirmed by the Senate this week. Inflation spiked in April, with CPI up 3.8% year-on-year, as higher energy prices filtered through the economy. This in turn weighed on retail sales during the month, with real sales down

Energy Shock Expected to Hit Prices Harder Than the Economy

Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income and commodity markets continue to reflect potential risks. Recent economic data suggest the U.S. economy muddles on, though supply chain disruptions, higher shipping costs, and

May 2026 Market Update: Strong Stocks, Modest Bonds

April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.