News & Insights

09.16.26  |  Firm News

Grimes & Company Recognized in Barron’s 2026 Top 100 Independent Advisor Rankings
Please See Important Disclosure Information regarding rankings/recognitions

07.22.26  |  Firm News

Grimes & Company Named a 2026 Top RIA by Financial Advisor Magazine
Please See Important Disclosure Information regarding rankings/recognitions

08.24.26  |  Investment Management

The Long/Short of It: Understanding Long/Short Direct Indexing

By Tom Dunlap, CFA

07.20.26  |  Investment Management

Understanding Options: How We Think About Options

By Tom Dunlap, CFA

06.30.26  |  Financial Planning

Tax Fundamentals: How to Use Your Tax Return as a Planning Tool

By Todd A. Herman, CFP®

06.23.26  |  Financial Planning

Tax Fundamentals: The Hidden Complexity of When Tax Rules Interact

By Todd A. Herman, CFP®

09.03.26  |  Bridge the Gaps

Caregiving in High-Net-Worth Families: What to Know

By Jennifer A. Moran, CFP®, AEP®

08.20.26  |  Bridge the Gaps

Protecting Liquidity When Care Needs Arrive Suddenly

09.01.26  |  Financial Literacy

Asset Location: Where You Invest Matters

08.26.26  |  Financial Literacy

Unused 529 Assets and the 529 to Roth IRA Rollover: Flexibility with Limits

08.31.26  |  Bitcoin Diaries

Bitcoin Diaries: 8/28/26

08.21.26  |  Bitcoin Diaries

Bitcoin Diaries: 8/19/26

06.05.26  |  Institutional Retirement Plans

Retirement Plan Newsletter | Q2 2026: TPA vs. Recordkeeper: Understanding the Key Roles Behind Your 401(k)

By Michael R. Maguire, CFP®, ChFC®, RICP®

02.23.26  |  Institutional Retirement Plans

Retirement Plan Newsletter | Q1 2026: Constructing a Diversified Investment Lineup for a 401(k) Plan

By Michael R. Maguire, CFP®, ChFC®, RICP®