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Investment Management

July 30, 2024

2024 U.S. Presidential Election

With the United States presidential election less than four months away, we felt it worthwhile to share comments from our investment managers on the possible impact on global financial markets.   The 2024 presidential race has already seen its share of dramatic events, including the former president and  Republican candidate Donald Trump navigate ongoing legal issues,…

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Investment Management

July 22, 2024

Second Quarter 2024 Market Update

Equity markets continued higher in the first quarter of 2024, recording more than 20 all-time highs  during the period. Investor optimism continued to be driven by the resiliency of the economy that  has not yet shown the signs of significant slowing that many expected due to higher interest rates.

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Investment Management

May 23, 2024

First Quarter 2024 Market Update

Equity markets continued higher in the first quarter of 2024, recording more than 20 all-time highs  during the period. Investor optimism continued to be driven by the resiliency of the economy that  has not yet shown the signs of significant slowing that many expected due to higher interest rates.

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Estate Planning

May 4, 2022

Estate and Gift Tax Planning Guide

With the gift tax exclusion set to be reduced in 2026, this article shares strategies for maximizing the current inflation-adjusted limit of $24.12 million for married couples.

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For Business Owners

December 15, 2021

Shifting Focus: Preparing for a Monetizing Event

The mindset required to create wealth can be very different from the mindset needed to preserve wealth. In this article, we share strategies for entrepreneurs as they approach a liquidity event.

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