November 21, 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 14, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
November 13, 2024
A Glidepath
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates for the second consecutive time. Read more about what it means for the market and investors.
November 12, 2024
8 Reasons to Give to a Donor-Advised Fund vs. Directly to a Charity
Discover how donor-advised funds can offer flexible, tax-efficient ways to support your favorite charities, and why a DAF offers several benefits over direct donations. Learn more.
November 07, 2024
We’re proud to honor Native American Heritage Month, celebrating the rich ancestry, heritage, culture, and traditions of Native Americans.
November 06, 2024
Feeling prepared to meet those costs is easier when you take a few steps ahead of time.
Are you ready to tackle long-term care costs? Taking proactive steps now can make all the difference. Check out this article for a helpful checklist to guide you on this important journey. Learn more.
October 31, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
October 30, 2024
May the festival of lights bring joy, prosperity, and the warmth of togetherness to your homes.
October 29, 2024
Embrace the spookiness, creativity, and sweet treats that come your way. Have a fa-boo-lous Halloween.
October 25, 2024
Stocks at All-Time Highs With Broad Participation Across Sectors
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
October 24, 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 17, 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 16, 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 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 09, 2024
G'mar Hatimah Tovah. May this day of reflection bring peace, forgiveness, and spiritual renewal.
October 04, 2024
May the new year bring blessings, happiness, and moments of renewal. L'Shanah Tovah!
October 03, 2024
Using Life Insurance as a Retirement Planning Tool
If you've already maximized your traditional retirement contributions and are looking for additional ways to save, cash-value life insurance can provide financial security and a tax-deferred opportunity to grow your savings.
Read more to see if this strategy could be a good fit for you
