News and Commentary

Recent Updates

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

December 10, 2024

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9 Considerations for 2024 Year-End Tax Planning

The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.

October 17, 2024

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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 01, 2024

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Estate Planning for Procrastinators

While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.

Research & Insights

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

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James Jackson Featured in VoyageMIA

James Jackson Q&A

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October Investment Perspectives

We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.

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Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts

In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.