Insight Newsletter—Fall 2023

November 9, 2023

Our Insight Newsletter is now available. Included in this edition:

Investment Commentary
Reaction to the Conflict in Israel and the Middle East
Cybersecurity Awareness Month – Protecting Against Imposter Scams
It’s Beginning To Look A Lot Like Yearend Tax Planning Season
Wealth Management Company and Team Updates

View the Newsletter.

Charitable Gifting Strategies for Giving Tuesday

Helpful Insights

Wealth Planning

New Tax Legislation: Key Changes You Need to Know

The new tax legislation, named the One Big Beautiful Bill Act, was signed into law—bringing with it the most significant tax and budget changes since 2017. The legislation introduces a range of provisions that may impact financial planning strategies starting this year. In this post, we review the key tax changes affecting individuals, families, and business owners—highlighting what’s new, what’s phasing out, and what we plan to consider with clients before year-end.

4 days ago

Investment Perspectives

Second Quarter 2025 Recap: Investment Commentary Summary

In the second quarter, global markets faced a complex mix of encouraging economic data, geopolitical uncertainty, and evolving central bank policies. Nonetheless, stocks had a strong quarter, and bonds were generally up as well.

Investment Perspectives

Second Quarter 2025 Investment Commentary

Global markets delivered strong gains in the second quarter of 2025, with U.S. and international equities hitting new highs despite ongoing geopolitical tensions and monetary policy uncertainty. In our latest investment commentary, we share our perspective on what’s driving equity and bond markets, the evolving inflation outlook, and how we’re positioning portfolios amid signs of economic slowing and potential Federal Reserve interest rate cuts ahead.