November 12, 2024
A Glidepath
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates for the second consecutive time. Read more about what it means for the market and investors.
November 12, 2024
Clean Energy Investment Implications
Our Investment Strategy Group examines how the shift toward clean energy is shaping economic activity and the long-term investment implications.
November 12, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.
November 08, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
November 04, 2024
Healthy Economic Growth Bodes Well for Profits and Stocks
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
October 21, 2024
Stocks at All-Time Highs With Broad Participation Across Sectors
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
October 21, 2024
Summary of Candidate
Economic & Fiscal Plans
Our Investment Strategy Group reviews the 2024 presidential candidates' economic and fiscal plans and their potential impact on the economy.
October 18, 2024
Retirement Planning for Women
Financial planning is a powerful tool for women to secure their future and address their unique financial needs. Check out this article for useful strategies to help women take control of their finances and plan for retirement with confidence. Read more.
October 15, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 15, 2024
October Investment Perspectives
Read the latest Investment Perspectives from our Investment Strategy Group. Learn about China’s latest economic activity, potential changes to tax exemptions and their impact on munis, and the role of earnings expectations in driving stock prices.
October 09, 2024
Lower Inflation and Interest Rates Support Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 30, 2024
Cyclical Stocks Reacting Favorably to Fed Interest Rate Cuts
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
September 20, 2024
Healthy Economic Readings Now Supported by Fed Interest Rate Cuts
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
September 19, 2024
The First Cut is the Deepest: Bond Markets in the Next Stage of the Cycle
Our Investment Strategy Group examines how the bond market could respond in the month ahead to the Federal Reserve's recent rate cut, highlighting the key factors shaping today’s economic environment.
September 19, 2024
Landing the Beast
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.
