Publications
Featured
We present our fourth quarter 2024 issue of Wealth Management Insights titled “Creating a Family Legacy of Giving” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, offers guidance on how to establish a family vision around charitable giving. Mary Lago, CFP®, CTFA®, provides insights into tax-efficient investing, retirement account strategies and charitable giving. Nate Putnam, CFP®, provides further considerations for the changing philanthropic landscape.
We present the fourth quarter 2024 Market Letter publication titled, “Awaiting the Score,” in which Chief Investment Officer George Hosfield, CFA, outlines the positive impact of receding inflation, renewed profit growth and the Fed’s monetary policy on investors. Krystal Daibes Higgins, CFA, discusses the skepticism and evolving debate around the ROI of artificial intelligence (AI). Lastly, Brad Houle, CFA, asks the question, “How Far, How Fast?” when it comes to the Fed’s rate cuts.
We present the third quarter 2024 Wealth Management Insights publication titled, “Is Your Insurance Right for You?” featuring articles written by Samantha Pahlow, CTFA, AWMA®, Casia Chappell, CFP®, CPWA®, and Chris Bixby, CFP®, EA.
We present the third quarter 2024 Market Letter publication titled, “We’ve Landed,” featuring articles written by George Hosfield, CFA, Dean Dordevic and Joe Herrle, CFA.
We present Market Letter publication for the second quarter 2024 titled “So Far, So Good” in which Chief Investment Officer George Hosfield, CFA, outlines our belief the Fed remains on course to deliver an ever-so-rare soft landing to this inflationary cycle. Dean Dordevic writes about the Japanese economy and Warren Buffett’s investment there in recent years since the introduction of the “Corporate Governance Code” and Jason Norris, CFA, provides an update on equity market valuations and how investors expect the market to grow for the remainder of the year.
We present our second quarter 2024 issue of Wealth Management Insights titled “Planning for our Children’s Future.” In it, Samantha Pahlow, CTFA, AWMA®, discusses the crucial aspects to consider when planning for the distribution of assets for minor children. Scott Christianson, CFP®, writes about planning ahead for unanticipated outcomes in our estate plans and what we can do with estate planning to avoid major pitfalls and Charissa Anderson, CFP®, CDFA®, provides a considerations when saving for education and utilizing a 529 account.
Wealth Management Insights publication for first quarter 2024.
Outlook publication for the first quarter 2024 detailing our investment strategies.
Presenting our fourth quarter 2023 publication of Market Letter titled, “Inflation’s Flame Flickers.”
Presenting the fourth quarter 2023 publication of Wealth Management Insights titled, “Gifting IRA Funds to Charity and Other Smart Philanthropic Strategies.”
Presenting the third quarter 2023 publication of Wealth Management Insights titled, “An Empowered and Secure Retirement.”
Presenting our third quarter 2023 publication of Market Letter titled, Standing Eight Count.
Read our second quarter 2023 Wealth Management Insights titled, “Keeping Your Estate Planning and Education Funding on Track.”
Read Market Letter for the first quarter of 2023 titled, “Stalemate.”
Wealth Management Insights publication for first quarter 2023 titled, “Planning for Incremental and Potentially Substantial Changes.”
Read our fourth quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Samantha Pahlow, CTFA, AWMA® and Chris Bixby, CFP®, EA share their thoughts on tax and charitable planning and strategic Roth IRA conversions.
Read our Market Letter publication for the fourth quarter 2022 titled, Bad News Is Good News, in which George Hosfield, CFA, Peter Jones, CFA, and Joe Herrle, CFA, share our thoughts on inflation, interest rates, the energy sector and housing supply in the United States.
Read our third quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Charissa Anderson, CFP®, CDFA®, and Casia Chappell, CFP®, CPWA® share their thoughts on life insurance ownership, social security spousal benefits and long-term care insurance.