Insights and Commentary
The market commentary, financial newsletters and informative articles we’ve compiled here are designed to give you new insight into financial matters that may be important or relevant to your life. Bookmark this page and visit regularly for updates. As always, if there is anything else you ever need, feel free to let us know.
What factors could help the markets and economy prosper in 2025?
12/20/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Extending the runway to achieve the inflation target
12/20/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
Family & Lifestyle
Federal Reserve forecasts fewer interest rate cuts in 2025
12/18/2024
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
Markets & Investing
Aligning wealth with purpose this holiday season
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Estate & Giving
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle
Financial resolutions for 2025
Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
“Those who keep learning, will keep rising in life.”