News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
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 05, 2024
Quarterly Market Review: January-March 2024
Wall Street got off to a fast start to begin 2024. Investors were encouraged by strength in the economy, the
likelihood of interest rate cuts, possibly beginning in June, and opportunities in artificial intelligence.
March 13, 2024
Financial Connections - 1st Quarter 2024
Welcome to the latest issue of the Financial Connections quarterly newsletter. Topics in This Issue...
* Investors Beware: This Surtax Is Creeping Up on You
* Key Retirement and Tax Numbers for 2024
* Beware of These Life Insurance Beneficiary Mistakes
* The Federal Reserve's Key Meeting Dates in 2024
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.