Our Insights
Keeping our audience informed with market commentaries and thought leadership pieces on key financial issues.
Why Higher Rates Are Not Automatically a Problem for Stocks
Interest rates are moving higher, but that does not necessarily mean the outlook for stocks has turned negative. We look at what is driving rates today, why underlying inflation remains relatively contained, and why continued economic growth and strong corporate earnings may matter more for investors.
Trump Accounts: A New Tool for Building Wealth Across Generations
Trump Accounts offer families a new way to begin investing for children at an early age, including a $1,000 federal contribution for eligible newborns. We look at how these new accounts work, where they may fit alongside 529 plans and other savings vehicles, and how families can use them as part of a broader approach to building wealth across generations.
4 Ideas for Year-End Planning
The end of the year is great time for reflection and relaxation, particularly during the holiday season. It’s also a great time to do a little bit of planning. In this article, we offer our ideas for high impact planning you can do in the coming weeks, spanning estate planning, investing, taxes, and more.