Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
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Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
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Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
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Which Programs Should You Consider To Cover Health Care Costs?
With health care fees climbing, identifying a few ways to help meet those surging costs may provide your with peace of mind.
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Reposition Assets For Tax-Efficient Wealth Transfer
If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
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Can You Benefit From a Qualified Personal Residence Trust?
If you are planning your estate and realize that your primary or other residence significantly impacts the total value of your estate, leveraging a qualified personal residence trust (QPRT) could help reduce exposure to taxes.
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