Recent News and Insights
2025 Spring Outlook
In 2017, Trump Administration 1.0 policy commenced with bullish regulatory roll-back and tax reform, followed by tariff implementation. The first months of Trump 2.0 have been focused on tariff policies that are causing investors and economists alike to lose faith in the markets and the economy. We’ve been asked to eat all our spinach [...]
Wealth Planning Resources: Is Your Giving Aligned With Your Values?
Charitable giving is more than a financial decision—it’s a reflection of your values, your legacy, and the impact you want to leave on the world. But how do you ensure that your giving aligns with what truly matters to you and your family? A well-defined charitable strategy helps you give with purpose. Whether your [...]
Market Commentary: March 14, 2025
The market officially ended the President’s post-election honeymoon as the S&P 500 traded into correction territory on March 13, down 10% from the all-time high in mid-February. The last few weeks have been chaotic, to say the least. Regardless of one’s views on the President’s policies and goals, most Americans wish he would be more consistent with his messaging and follow through. Along with Treasury Secretary Scott Bessent’s talking points, the markets are hearing ‘pull back’.
