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Watchfully Waiting

November 19, 2018: The conflict between slowing global growth and rising rates by the Fed need to be resolved before animal spirits re-engage. Jim McDonald explains.

Wealth Management Insights & Research

Gain insight into the rapidly changing financial landscape, and stay ahead of trends and developments with analysis and perspectives from our experts.

How Do Charitable Gift Annuities and Charitable Remainder Trusts Work?

November 14, 2018

Structuring a deferred gift is an alternative to cash donations that can fulfill your charitable intent while providing tax benefits.

2018 Year-End Tax and Wealth Transfer Planning

October 30, 2018

There are things you can do before the close of the 2018 tax year that can pay off on April 15.