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Selecting the right trustee to manage your trust

Halsey Schreier
November 28, 2022

For many trust grantors, choosing a trustee is one of the most challenging tasks of setting up a trust.

Year-end tax planning checklist for 2022

Theresa Marx
November 23, 2022

As 2022 draws to a close, it’s important to think about your year-end tax planning. Our Wealth Strategies team provides this handy guide to get started.

Massachusetts to increase tax rate on income over $1 million

Caroline McKay
November 21, 2022

Here is a brief summary of key provisions and impacts on Massachusetts taxpayers.

The war in Ukraine roiled oil and gas markets

Sid Queler
November 10, 2022

Though volatility in energy markets has spiked due to the Russian invasion of Ukraine, we believe there are long term opportunities in energy infrastructure and real assets.

Understanding trusts: The roles of trustees and beneficiaries

Halsey Schreier
October 24, 2022

Could a trust be the right solution for protecting wealth and transferring assets to the next generation?

Clarity for inherited IRAs

Theresa Marx
October 13, 2022

Recent IRS Notice provides guidance on RMDs from inherited IRAs.

Disruptions in agriculture and food production may create opportunities for investors

Sid Queler
September 22, 2022

This article is the first in a three-part series discussing potential opportunities in commodities.

Ten tips from an executrix

Liza Connelly
September 22, 2022

Serving as the executor of a family member's estate has its challenges.

What does the Inflation Reduction Act mean for climate and sustainable investments?

ESG Resources Group
September 19, 2022

An outline of the climate-related policies and implications of the Inflation Reduction Act of 2022.

What is a trust?

Halsey Schreier
September 15, 2022

For many families, trusts can be a useful vehicle for passing wealth to the next generation or generations. That’s not their only benefit.

Some highlights of the Inflation Reduction Act

Ryan Christine Coulson
September 01, 2022

A brief summary of key provisions of the Inflation Reduction Act.

Here be dragons: The Federal Reserve is charting new territory

Sid Queler
August 10, 2022

Where will the Fed’s effort to shrink its balance sheet take us?

FOMC meeting update

Gary Pzegeo, CFA
July 28, 2022

A summary of the Federal Reserve's July 2022 meeting

The downside risk to bonds may be smaller than you think

Chuck Dale
June 27, 2022

Does the current market environment have you thinking twice about adding bonds to your portfolio?

Are you sure that you’re maxing out your 401(k)? Consider a mega-backdoor Roth conversion

Shawn Leist
June 23, 2022

If you’re not familiar with the mega-backdoor options for your Roth IRA or 401(k), you may not be maximizing your contributions.