Letters

Letters from the second floor.

Plain-English notes from our advisors on markets, taxes and the decisions that matter this year.

A folded newspaper, a glass of coffee and a pencil on an oak table by the window

Oct 6, 2026

What we did in a bad quarter (and what we didn't)

Markets fell 9% in the third quarter. Here is what we changed in your portfolio, and the three things we deliberately left alone.

Mara Hale

All letters

Oct 6, 2026

What we did in a bad quarter (and what we didn't)

Mara Hale

4 min

Oct 6, 2026

What we did in a bad quarter (and what we didn't)

Mara Hale

Sep 22, 2026

Your Roth conversion window closes in December

Sam Whitlock

5 min

Sep 22, 2026

Your Roth conversion window closes in December

Sam Whitlock

Sep 8, 2026

Inherited an IRA? The ten-year rule, plainly

Dev Reddy

6 min

Sep 8, 2026

Inherited an IRA? The ten-year rule, plainly

Dev Reddy

Aug 25, 2026

Selling the shop: a two-year checklist

June Okafor

7 min

Aug 25, 2026

Selling the shop: a two-year checklist

June Okafor

Aug 11, 2026

Why we answer the phone

Mara Hale

3 min

Aug 11, 2026

Why we answer the phone

Mara Hale

Jul 28, 2026

The four forms that cause the most delays

Rosa Lind

3 min

Jul 28, 2026

The four forms that cause the most delays

Rosa Lind

One letter a month. Plain English, no tips.

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