Insights and resources to support your family – today, tomorrow and for generations to come.
Why This Rate Hike is Different
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...
Incorporating a Special Needs Trust into Your Estate Plan
Author: Tiffany Wingo, JD Last month’s newsletter detailed the various types of special needs trusts. If you have a family member...
How is your Real Estate Titled?
Author: Reema Bounajem, JD Major life events, such as marriage, the birth of a child, or divorce, can be good opportunities to review how...
Qualified Charitable Distributions: A Tax-Efficient Way to Give
Author: Reema Bounajem, JD As the end of 2026 approaches, it’s a good time to review charitable giving strategies and any required minimum...
Softer Data Reshapes Fed Expectations
Author: Davis Finke, CFA This week was headlined by a heavy slate of economic data covering growth, inflation, and employment, with the...
Yields and Diplomacy Drive Markets
Author: Davis Finke, CFA Diplomacy was in the spotlight this week, with the United Nations General Assembly taking place in New York City...
Markets Navigate a More Hawkish Fed
Author: Davis Finke, CFA On Wednesday, the Federal Open Market Committee (FOMC) voted unanimously to increase interest rates by 25 basis...
Persistent Inflation Raises Stakes for Fed Meeting
Author: Davis Finke, CFA Friday’s consumer price index (CPI) report for August confirmed that inflationary pressures remain uncomfortably...
Resilient Labor Market Keeps Fed in Focus
Author: Davis Finke, CFA Following Fed Chair Kevin Warsh’s comments last week that the Fed views labor-market conditions as consistent...
Tech Earnings Reinforce AI Optimism
Author: Davis Finke, CFA Equity markets posted a strong week following better-than-expected results from NVIDIA and other companies in the...
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