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Wealth Strategies

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?

Wealth Strategies

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?

Wealth Strategies

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.

Wealth Strategies

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?

Investments

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.

Wealth Strategies

Three topics to understand as you start your trust planning

Halsey Schreier
April 07, 2021

Considering a trust as part of your wealth planning?

Private Banking

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.

Investments

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.

Wealth Strategies

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.

Wealth Strategies

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.

Investments

March Investment Bulletin

Bill Norris
March 04, 2021

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Investments

Investing opportunities in emerging markets

Matt Scherer, CFA
March 01, 2021

The emerging market landscape is evolving and there is now a broader set of potential opportunities available for investors.

Wealth Strategies

Wondering what additional planning opportunities to consider now that you’ve used much, or all, of your gift tax exemption?

Caroline McKay
February 24, 2021

Four planning ideas that can help further your wealth planning goals

Investments

The Buzz About Bitcoin

Dave Donabedian, CFA
February 22, 2021

Bitcoin has received plenty of headline attention, yet it remains a mystery to experienced and casual investors alike.

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