by Shauna Newton | Oct 12, 2026 | Market Commentary
Author: Davis Finke, CFA On September 16, the Federal Open Market Committee (FOMC) voted unanimously to increase interest rates by 25 basis points to a target range of 3.75%-4.00%. The decision marked the first rate hike since July 2023, with policymakers citing...
by Shauna Newton | Oct 12, 2026 | Estate Planning
Author: Tiffany Wingo, JD Last month’s newsletter detailed the various types of special needs trusts. If you have a family member with a disability, you should consider incorporating a special needs trust into your estate plan. The disabled family member...
by Shauna Newton | Oct 12, 2026 | Estate Planning
Author: Reema Bounajem, JD Major life events, such as marriage, the birth of a child, or divorce, can be good opportunities to review how your real estate is titled. A real estate deed identifies who owns the real estate, and when there are multiple owners, what type...
by Shauna Newton | Oct 8, 2026 | Retirement Planning
Author: Reema Bounajem, JD As the end of 2026 approaches, it’s a good time to review charitable giving strategies and any required minimum distributions (RMDs) that still need to be taken from IRAs. For individuals age 70 ½ or older, a Qualified Charitable...
by Shauna Newton | Sep 25, 2026 | Market Commentary
Author: Davis Finke, CFA Diplomacy was in the spotlight this week, with the United Nations General Assembly taking place in New York City and Chinese President Xi Jinping making his first trip to the United States since 2023. The UN General Assembly brought together...
