Insights and resources to support your family – today, tomorrow and for generations to come.
Markets Defy Inflation and AI Concerns
Author: Davis Finke, CFA Markets capped off another week with heightened volatility as new inflation reports reignited concerns regarding interest rates and the future path of monetary policy. Tuesday’s release of the October Consumer Price Index (CPI) showed a...
Election Results Amplify Tech Concerns
Author: Davis Finke, CFA Equity markets closed out a volatile week following Tuesday’s midterm elections, which resulted in Democrats...
AI Spending Concerns Drive Market Rotation
Author: Davis Finke, CFA Third-quarter earnings reports from several mega-cap technology and AI-related companies were the primary focus...
Corporate Earnings Take Center Stage
Author: Davis Finke, CFA Third-quarter earnings season is well underway, with 24% of the companies in the S&P 500 having reported...
Tech Weakness and Inflation Test Markets
Author: Davis Finke, CFA This week's economic headlines were dominated by the release of the September consumer price index (CPI), one of...
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...
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...
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