As we enter the first quarter of 2025, our Quarterly Perspectives dive deeper into the expectations of the Federal funds rate, estate planning, charitable giving strategies, and tools to evaluate tax opportunities.

As we enter the fourth quarter of 2024, our Quarterly Perspectives dive deeper into the Federal Reserve cutting interest rates, the upcoming election, and tax planning.

As we enter the third quarter of 2024, our Quarterly Perspectives dive deeper into prioritizing long-term retirement savings, mitigating Medicare surcharges, matching investments to the need, and charitable gifting strategies.