Insights
Articles & Insights
Give Wisely: A Tax-Efficient Approach to Charitable Giving
As new tax law changes take effect in 2025, donors have a unique opportunity to align generosity with smart financial planning. Explore practical strategies to make your charitable contributions go further — for both your causes and your bottom line.
ESG Investing in the Trump Era
ESG is not about sacrificing returns for values — ESG investors seek to identify sustainable businesses that are better equipped to navigate the risks and opportunities of the future.
Credit Freeze FAQ and Instructions
Credit Freeze and Unfreeze Do I have to pay to freeze my credit at the 3 credit agencies? No, as of September 2018 freezing your credit is federally regulated and free. Don’t confuse freezes with locks or alerts, which are paid services provided by the three credit...
Market Commentary
Q4 2025 Market Commentary
2025 turned out to be an excellent year for many asset classes and marked the third positive year for stocks following strong returns in 2023 and 2024. The S&P 500 index of large US stocks surged 17.9% for the year, while bonds (as measured by the Bloomberg US...
Q3 2025 Market Commentary
The US stock market roared ahead in the third quarter of 2025, fueled by increasingly enthusiastic Artificial Intelligence (AI) investment. The S&P 500 gained 8.1% for the quarter, and is now up 14.8% for the year to date. The investment in AI data centers has...
Q2 2025 Market Commentary
Overview of the Second Quarter of 2025 The volatility of market returns in the second quarter of 2025 was closely tied to the unpredictability of tariffs during the quarter. On April 2nd, President Trump announced sweeping tariffs on all countries – a day he referred...
Chart Books
Q4 2025 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 4Q2025 Chartbook Analysis TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging Markets...
Q3 2025 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: 3Q2025 Chartbook Analysis TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging Markets...
Q2 2025 Market Chart Book
You can download our comprehensive market review in charts and tables from the link below. Topics covered include: Q2 2025 Market Chartbook Download TABLE OF CONTENTS: Market Summary World Stock Market Performance US Stocks International Developed Stocks Emerging...