Biden’s opening bid: Initial thoughts on an ambitious agenda
Dave Donabedian, CFA May 04, 2021
How might Biden's proposals impact investors?
A look at Biden’s (early) tax policy proposals
Theresa Marx May 03, 2021
How might Biden's proposals impact your taxes?
Latest from the FOMC: No change in rates or asset purchases
Gary Pzegeo, CFA April 28, 2021
A summary of the most recent meeting by the FOMC.
Commodities – A triple threat?
Sid Queler April 26, 2021
Commodities have the potential to hedge portfolios against inflation, deepen diversification and improve return potential.
A guide to understanding the relationship between trustee and beneficiary
Halsey Schreier April 21, 2021
Trying to understand the roles of a beneficiary and a trustee of a trust?
Four considerations for choosing the best trustee for you and your family
Halsey Schreier April 14, 2021
Thinking about whom to name as trustee of your trust?
What to know about recently proposed transfer tax legislation
Caroline McKay April 13, 2021
Are you looking for some clarity on what to expect on the tax policy landscape? For those considering wealth transfer, the most comprehensive bill on the legislative agenda right now is the 99.5 Act. Its provisions, and some possible action items, are summarized below.
Is it 1999 again? Finding Opportunity Amidst Irrational Exuberance
Sid Queler April 12, 2021
Is your portfolio positioned to benefit from improving economic growth and rising interest rates?
April Investment Bulletin
Bill Norris April 07, 2021
Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.
Three topics to understand as you start your trust planning
Halsey Schreier April 07, 2021
Considering a trust as part of your wealth planning?
Are you prepared for when rates rise?
Patti Mertens April 06, 2021
With holistic strategies in place across private wealth, commercial banking and capital markets, our team can help you manage in a low-rate environment and get ahead of rising rates down the road.
Bitcoin is a phenomenon: But is it a good investment?
Dave Donabedian, CFA March 19, 2021
Investors want to cut through the noise and get to the real question: Is Bitcoin a good investment? Find out what our experts think.
FOMC meeting - no material change
Gary Pzegeo, CFA March 18, 2021
A summary of the Federal Open Market Committee’s meeting of March 17, 2021.
Protect yourself against financial fraud during the pandemic
Thomas Schultz March 16, 2021
Financial fraud is increasing, and it is affecting consumers and businesses alike. Learn how you can protect yourself from online fraudsters.
Financial planning for young adults: Income tax tips
Halsey Schreier March 12, 2021
For a lot of young people, especially those who are beginning to get a handle on their finances, tax filing can be a dreaded task, and strategic tax planning may seem like a major undertaking.