Wealth Services
Monthly Market and Economic Update - November 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
December 9, 2024
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Wealth Services
Weekly Market Update
Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled.
December 9, 2024
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The Role of Donor-Advised Funds in Philanthropy
Donor-advised funds (DAFs) are transforming philanthropy by offering tax advantages, flexibility, and a streamlined way to support causes over time. Explore how these funds empower strategic giving while fostering meaningful impact and multigenerational generosity.
December 4, 2024
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Weekly Market Update
Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies.
December 2, 2024
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6 Tips for Philanthropic Giving
Explore how thoughtful philanthropic giving can align with your values, create a lasting legacy, and provide potential tax benefits. Learn strategies to maximize your impact, choose the right assets, and integrate giving into your financial plan.
November 25, 2024
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Weekly Market Update
Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates.
November 25, 2024
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Weekly Market Update
Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials.
November 18, 2024
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What to look for in an extended-care policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
November 13, 2024
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Weekly Market Update
Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives remains undecided.)
November 12, 2024
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