David Estabrook

Tools to help build confident investors.

February 2025 Market Update

January 2025 Market Update

2025 Outlook & Capital Markets Review

A Caregiver’s Journey



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Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Larry Adam March 2025 webinar replay
3/3/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
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Strength of US economy continues to offer stability
3/3/2025
As daily headlines drive volatility, the market has avoided overreacting thus far.
Markets & Investing
Sophisticated wealth management
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