Featured Post Market Commentary

Quarterly Insights: July 2021

Here comes the sun. Across the country, Americans are enjoying summer and the relaxation of Covid restrictions. The optimistic mood extends to very positive economic trends. With widespread vaccinatio...
Read More
Market Commentary

Quarterly Insights: July 2021

Here comes the sun. Across the country, Americans are enjoying summer and the relaxation of Covid restrictions. The optimistic mood extends to very po...
Read More
Market Commentary

A Playbook for Unprecedented Times

Take yourself back to 2019 when the year was drawing to a close. Imagine being told: 2020 will be the year when our hospitals will be overwhelmed, off...
Read More
Manage Wealth

A New Era in Death and (Estate) Taxes

They say nothing in life is certain, except for death and taxes. While neither is avoidable, there may be certain ways to mitigate the impact of taxes...
Read More
Market Commentary

Quarterly Insights: April 2021

We have come a long way in the last twelve months. In response to the coronavirus pandemic, concerned governments around the world closed large portio...
Read More
Grow Wealth

Long-Term Investors Cannot Ignore ESG

It’s no secret that ESG (Environment, Social, Governance) investing is more than a passing fad. ESG investors select companies with a focus on how the...
Read More
Market Commentary

Is Your Portfolio Prepared for 2021?

Investors in the United States have endured a tremendous amount of turbulence in 2020. We have experienced a large-scale worldwide pandemic for the f...
Read More
Market Commentary

Quarterly Insights: January 2021

Calendar year 2020 is over, and it will be one for the history books. The COVID-19 global pandemic, combined with a contentious presidential race and ...
Read More
Market Commentary

Putting 2020 Behind Us and Looking Towards 2021

We can all agree that 2020 has been anything but an ordinary year. In March, the U.S. and much of the world went into lockdown due to the escalation o...
Read More
Institutions Manage Wealth

Goodbye to the Stretch-IRA and Hello to Testamentary Charitable Gift Annuities and Testamentary Charitable Remainder Trusts

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, an...
Read More
Market Commentary

Quarterly Insights: October 2020

This is the third quarterly commentary in which the coronavirus takes center stage. The pandemic has impacted our society, economy, health, markets, p...
Read More

Stay Connected