Newsletters

• No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

  Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

• HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

  New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

• Keeping Cool in Volatile Markets

  Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

• HOT TOPIC: Geopolitics and the U.S. Financial Markets

  This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.