News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

December 01, 2025

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A Family Conversation on Estate Planning

Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.

November 03, 2025

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Tax-Smart Charitable Giving Strategies in Light of OBBBA

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

October 06, 2025

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Keep More of What You Earn: Building a Tax-Smart Portfolio

By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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Laddered Bond Investing in a Low Interest Environment

Although the summer doldrums have settled in, the bulk of 2020 has proven to be anything but boring for financial markets.

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September Investment Perspectives

In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.

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Life Insurance: It's Not Just for Income Replacement

If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.