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Investment Management

February 17, 2026

Fourth Quarter 2025 Market Update

Global equity and fixed income markets posted positive returns in the fourth quarter, with the MSCI All Country World Index returning +3.3% (+22.3% YTD) and the Bloomberg U.S. Aggregate Bond Index gaining+1.1% (+7.3% YTD).

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Investment Management

December 20, 2025

Tax Planning: Annual Gift Exclusions & Retirement Contribution Limits

As we transition from 2025 into the new year, we want to highlight important information for tax planning, including annual gift exclusions and retirement contribution limits. Traditional and ROTH IRA contributions for the 2025 tax year can still be made until April 15, 2026, allowing you to maximize available benefits.

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Investment Management

November 20, 2025

Third Quarter 2025 Market Update

The third quarter of 2025 delivered strong returns across global equity and fixed income markets with the  MSCI All Country World Index returning +7.6% (+18.4% YTD) and the Bloomberg U.S. Aggregate Bond Index gaining +2.0% (+6.1% YTD).

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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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