October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 28, 2023
Investment Implications of a Potential Government Shutdown
Our Investment Strategy Group discusses what investors need to know about a potential government shutdown.
September 26, 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 20, 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 19, 2023
Economic and Stock Market Indicators Remain Consistent with Growth
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
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 25, 2023
Online Access Estate Organizer
Estate Organizer, a new financial wellness tool available in Online Access, allows clients to manage estate planning documents and contacts, so loved ones, beneficiaries, and personal representatives know exactly what to do. Watch this video to learn more:
August 24, 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.
August 14, 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 11, 2023
A Second Downgrade for the U.S.
Our Investment Strategy Group discusses Fitch’s downgrade of the U.S. credit rating to AA+ and any potential implications investors need to know.
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 21, 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 20, 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 11, 2023
What to Do Before the TCJA Provisions Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes are on the horizon for taxpayers. Learn more about the changes and strategies to help mitigate potential tax risk.
July 10, 2023
Encouraging Market Momentum With Broader Participation
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
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.
