Like so many of us, the path to my career was not a straight line. In fact, it was a journey of exploration and curiosity driven by a need to connect and help people. Ultimately, I found the perfect role for me and those around me. But, if you had asked me when I was …
Although many people equate legacy planning with generational wealth transfer, a holistic approach to legacy planning can address financial, legal, and personal aspirations in a cohesive plan. It can take into account your unique relationships, values, philanthropic goals, and family govern …
In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
If you’re looking for a way to structure your charitable giving to optimize the benefits for your family and your favorite causes, a private family foundation may be an option to consider. Although they can be complex to establish, they provide significant tax benefits, the ability to exerc …
Fiscal and monetary policies are expected to provide tailwinds for markets in 2026, with the One Big Beautiful Bill Act (OBBBA) providing stimulus and the Federal Reserve likely to continue cutting rates. However, households’ spending tax refunds could boost inflation further, inspiri …
With larger traditional IRA account balances and changing tax laws, Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particu …
The S&P 500 finished a headline-heavy January with a gain for the month, while the headlines finished with a flourish. President Trump announced Friday that he planned to nominate Kevin Warsh to be the next chair of the Federal Reserve (Fed). While Warsh will in all likelihood fight for …
