Larry Golub

06/29/2026

Last Thursday, we had the pleasure of hosting a market insights evening at Two Rivers Country Club with The Williamsburg Capitol Group. It was wonderful spending time with our clients and friends—sharing perspectives on today's economic landscape and discussing thoughtful strategies for navigating the markets ahead. And of course, some delicious wine didn't hurt either.

A special thank you to Elle Page McNider from T-Rowe Price, for leading the update and bringing the key themes to life for our guests.

Thank you to everyone who joined us for the engaging conversations and even better company—we're grateful for your continued trust and partnership.
(L to R: Elle Page McNider, Larry Golub, Spaska Boyanova, Peter Kokolis, Melanie Walton, Mitchell Harry)

06/24/2026

Looking for a clear, approachable introduction to the fundamentals of investing? Then join us Monday, July 6 for "Intro to Investing: Stocks, Bonds and Beyond," part of our Wealth Education for the Next Generation series. We'll break down how the stock market works and explore the roles of stocks, bonds and other investment vehicles within a broader financial strategy. Register Here: https://livesocial.seismic.com/fJVga5

06/09/2026

From growth opportunities and income needs to concentrated equity exposure, investors are weighing a range of priorities in today's market environment.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Troy Gayeski, Chief Market Strategist for Future Standard, on how investors are approaching alternative investments within portfolios. For more insights: https://livesocial.seismic.com/s7Njn

06/03/2026

Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan Stanley Alliance for Children's Mental Health. These free multimedia resources are designed to help young children and caregivers foster emotional well-being and resilience from the start. Learn more: https://livesocial.seismic.com/feEzJe

05/29/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/f7vFYz

05/25/2026

As we observe Memorial Day, we pause to remember and honor the men and women who made the ultimate sacrifice in service to our country. Wishing you and your family a safe and meaningful week.

05/21/2026

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience.

brightcove.net

05/06/2026

This inaugural edition of Geo Policy Pulse explores how the 2026 global elections and a shifting multipolar world are shaping policy, risks, and investment opportunities.

brightcove.net

04/29/2026

Blockchain is the tech behind cryptocurrency. Let's discuss what that means for security, transparency and real world use. https://livesocial.seismic.com/fToooy

04/22/2026

I am excited to announce our new Pooled Employer Plan offering powered by Morgan Stanley's investment oversight and financial advisor-led participant experience. Discover how a PEP helps simplify your retirement planning today.
https://livesocial.seismic.com/f89Zn1