Recognitions, Content, and resources from Mason’s advisors

News & Insights

Stay up to date on Mason’s latest news, market analyses, and industry insights.

Insights
News
Events & Webinars
Reports & Resources

News

View All News

Mason Welcomes Amy Mitchell, CFA, CFP®, CPWA®, as Senior Wealth Advisor

Mason Named to Barron's 2026 Top 100 RIA Firms for Seventh Consecutive Year

Blaine Homan Promoted to Wealth Advisor

Matthew Krause Promoted to Wealth Advisor

Insights

View All Insights
6 min read

Beyond the Advice: Meet Lee Kapnisi

Authored By

Man with dark hair wearing a dark suit jacket and light blue dress shirt, smiling at the camera against a plain white background.
Lee Kapnisi Senior Wealth Advisor
13 min read

Community Foundation Donor-Advised Fund vs Private Foundation: What Families Should Know

Authored By

Woman with long blonde hair wearing a navy blazer over a burgundy top, smiling, photographed against a white background.
Allison Gormier President, Institutional Division
Woman with shoulder-length light brown hair wearing a black blazer and light blue blouse, smiling at the camera against a plain white background.
Kerry Balagtas Senior Director of Tax and Financial Planning
6 min read

Beyond the Advice: Meet David Gilbert, CFP®, J.D.

Authored By

A man with short gray hair and glasses is wearing a dark suit jacket over a light-colored shirt, smiling at the camera against a white background.
David Gilbert Managing Director
7 min read

Beyond the Advice: Meet Blaine Homan, CFP®

Authored By

A man in a dark suit, white shirt, and patterned tie poses against a plain white background, facing forward and smiling slightly.
Blaine Homan Wealth Advisor

Events & Webinars

View All Events & Webinars
Wed 2
Events & Webinars

Investing Through Market Volatility

  • December 2 at 12:00 – 1:00 pm
View Details

Reports & Resources

View All Reports & Resources

2026 Third Quarter Market Review

Quarterly Market Updates

2026 Second Quarter Market Review

Quarterly Market Updates

What to Do When a Loved One Passes: A Step-by-Step Financial and Estate Checklist

Private Credit Investing Risks: What Every Investor Should Know

We’d Love to Hear From You

Let’s Start a Conversation

Whether you’re leading an institution or planning for your family’s future, we’re here to listen, answer your questions, and help you think through what comes next.

Contact Us