News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

September 05, 2023

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Evaluating Your College Savings Withdrawal Strategy

If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).

August 02, 2023

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Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.

July 03, 2023

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What to Do Before the TCJA Provisions Sunset

The Tax Cuts and Jobs Act of 2017 is currently scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. This article provides strategies to help mitigate the potential tax risks.

Research & Insights

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

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September Investment Perspectives

In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

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Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

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Outlook 2023: Mid-Year Update

In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.