September 23, 2023
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group takes a look at BRICS+ and potential investment opportunities, determines if bond market supply matters, and discusses the latest market news.
September 22, 2023
A Holding Pattern
Our Investment Strategy Group discusses the Federal Reserve's decision to leave interest rates unchanged and what it means for investors.
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
September 11, 2023
A Family Conversation on Estate Planning
Having a discussion about your estate plan can help avoid surprises, lead to better financial planning, and help develop a long-lasting family legacy. Read more for some tips on how to get the conversation started.
September 11, 2023
The Changing Landscape of 529 Plans
In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
September 11, 2023
Recent Indicators Suggest a Higher Probability of Achieving Soft Landing
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
September 05, 2023
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 28, 2023
August Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group explores why GDP matters for investors, how to structure long-term bond portfolios, and reviews the latest market and economic information.
August 28, 2023
Stocks Remain in Consolidation Phase With Key Support Levels Holding
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 07, 2023
Stocks Post Another Strong Month in July With All Sectors Participating
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
August 02, 2023
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 31, 2023
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high. Read more about some strategies and considerations for a tax-efficient wealth transfer and how they can play a role in your financial plan.
July 31, 2023
One Last Time for the Cheap Seats?
Our Investment Strategy Group discusses the Federal Reserve's decision to raise interest rates by 25 basis points and what it means for investors.
July 17, 2023
Outlook 2023: Mid-Year Update
In its mid-year update, our Investment Strategy Group reviews important market and economic trends and what investors should expect for the rest of 2023.
July 17, 2023
July Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses the state of China’s economy, the use of a core-satellite method to construct portfolios, and the concentration of recent stock performance.
July 03, 2023
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.
