Tools & information to enlighten and inform

Putting the things you need at your fingertips is just another way we serve you. Here, you’ll find insightful blog articles written by us, and a page on behavioral finance, to explain and help prevent irrational investor behavior. There’s our “living your legacy” module, for tips on how you can strengthen the impact you have today on the people and causes you value most. You will also find a tool to help you compile your confidential financial information in one secure place, and another to help you determine what your business is worth. As always, if there is anything else you ever need, feel free to let us know.

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Tariffs make industries less competitive
2/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Outlining why we favor U.S. equities over European equities
2/21/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
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Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Know what you own
2/18/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Pulled pork, pulled sales and winter wonderland
2/14/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Taking a closer look at tariffs' potential impacts
2/14/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
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Putting more life into the 10-year rule
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Retirement & Longevity
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership
Be prepared for emergencies
2/11/2025
Having important information and contacts at the ready can help you be prepared in an emergency. Use this list to catalog your most important contacts and account numbers and keep them in a safe place for easy reference when the time comes.
Family & Lifestyle