April 18, 2024
A Healthy Labor Market but Stubbornly High Inflation
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
April 15, 2024
3 Tax-Planning Considerations Ahead of Next Year's TCJA Sunset
The Tax Cuts and Jobs Act of 2017 is scheduled to sunset at the end of 2025, meaning significant changes could be on the horizon for taxpayers. Learn about some things to consider and strategies to help mitigate the potential tax risks.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 09, 2024
Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy. Here are some ideas to consider.
April 08, 2024
An Encouraging Manufacturing Signal but Sticky Inflation
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
April 05, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
April 04, 2024
Stock Market Dynamics Remain Healthy
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
April 01, 2024
Tips for Leveraging 529 Education Savings Plans
A 529 Education Savings Plan can be a great way to save for your children's or grandchildren’s education. Below are some of the key benefits of a 529 plan:
- Some states allow a tax deduction from (or credit against) state taxes for all or part of your contributions and will not pay any federal tax on earnings as long as the proceeds are used for a qualified education expense.
- The account owner maintains control of the account and determines the amount and timing of distributions.
- There are no income limits, and 529 plans have no time or age limits on contributions or withdrawals.
Read more about the benefits of a 529 plan.
March 28, 2024
Business Surveys and Housing Data Consistent with Healthy Economy
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
March 25, 2024
Spring Rain Delay
Federal Reserve policymakers held interest rates unchanged at their recent meeting and have ruled out the necessity of further tightening barring any tail risk to inflation. Read more from our Investment Strategy Group and expectations for the market.
March 21, 2024
March Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group discusses the economic evolution of Mexico, insights into the framework on the Fed’s balance sheet, and whether there are new highs ahead for the S&P 500.
March 18, 2024
Easing but Still Healthy Labor Market Continues Supporting Economy
In its weekly update, our Investment Strategy Group breaks down the latest market and economic news.
March 14, 2024
Business Surveys Consistent With Growth While Cyclical Stocks Favored
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 11, 2024
Which Type of Special Needs Trust Is Right for You?
A special needs trust is a popular strategy to assist someone in need without risking their eligibility for other programs. Read more about the two types of special needs trusts:
March 07, 2024
Resilient Economy and Positive Stock Market Indicators
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
March 04, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
The estate and gift tax exemption limit is currently at a historic high but due to “sunset” on December 31, 2025. Read more about some strategies and considerations to take advantage of this unique opportunity.