December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 03, 2024
Healthy Economy and Stock Market As We Enter Holiday Season
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
November 27, 2024
Wishing you joy and warmth on this special day, as we reflect on our blessings and share gratitude.
November 27, 2024
November Investment Perspectives (Special Election Edition)
Read the latest Investment Perspectives from our Investment Strategy Group for an in-depth look at the election’s economic impact. Explore how the results could shape economic policies, market outlook, and whether recent gains signal a lasting trend.
November 20, 2024
Tax-Smart Charitable Gifting Strategies
Effective charitable giving strategies can help maximize your contributions and reduce your taxes. Discover how to make the most of your donations and support the causes you care about. Read more.
November 19, 2024
We Remain Optimistic on the Economy and Stocks Post-Election
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
November 18, 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.
October 28, 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 17, 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 14, 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 10, 2024
Navigating your Medicare Options
Do you have questions about Medicare eligibility, coverage, and how to navigate your options? Read this overview to help you make informed decisions.
October 10, 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 02, 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.
October 02, 2024
Here’s What You Can Do to Prevent Check Fraud
Check fraud is on the rise in the United States. Read this article for some best practices to help protect yourself from becoming a victim.
October 02, 2024
5 Top Cybercrime Trends and How to Combat Them
October is #NationalCybersecurityAwarenessMonth. Click here to read ways you can help protect yourself.
https://tinyurl.com/3shtzn2v
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 20, 2024
Estate Planning
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
https://tinyurl.com/46sjzkup
