
article
Economy maintains momentum
After two years of solid growth, how is the economy setup to perform in 2025?

article
Geopolitical conflict and its impact on global markets
Investors weigh implications of the Trump administration’s geopolitical agenda and global trade policies.

article
How to become a philanthropist
Progressing from being a “checkbook” donor to becoming a philanthropist can be one of the most rewarding privileges of wealth.

article
The benefits of starting a private family foundation

article
The impact of today’s changing interest rates on the housing market
Persistently higher mortgage rates are slowing U.S. housing market activity.

article
How changing interest rates impact the bond market
How does an evolving interest rate environment create opportunities for bond investors?

article
Trump administration tariffs reshape global markets
Does a new era of tariffs and retaliatory tariffs run the risk of raising inflation while shrinking economic growth?

article
Is this a market correction?
Investors wonder if the S&P 500 pullback in March – as President Trump’s sweeping tariff policies are implemented – represents an emerging bearish trend for stocks.

article
New tax laws 2025: Tax brackets and deductions
New year, updated tax rules. Review adjustments to tax brackets, deductions and retirement contributions to help inform your tax planning.

article
2025 Investment Outlook
While we continue to focus on growth and inflation as the two principal capital market drivers, geopolitics will likely attract considerable investor attention to start 2025.

article
Market analysis
Despite ongoing U.S. fiscal policy uncertainty, U.S. equities managed their first weekly gain in the last five, helped by a cautious Federal Reserve.

article
Stock market under the Trump administration
As investors consider Donald Trump’s second presidential term, they’re increasingly focused on how the administration’s policy changes are impacting markets and the economy.
Start of disclosure content