Blog
Weave more of what you love into everyday life
Family & Lifestyle How to mindfully incorporate your favorite things in your day to day. A recent study found that Americans rated listening to their favorite song, enjoying a nice dinner and watching their favorite movie as the top three “little things” that bring joy. While they’re all pretty easy to incorporate into life, […]
Trade and tariffs: The impact on consumers
Economy & Policy October 14, 2024 Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that an across the board increase in tariffs has the potential to push inflation higher. To read the full article, see the Investment Strategy Quarterly publication linked below. A tariff is a tax assessed on imports. Historically, tariffs have […]
Make your final tax-saving moves before Dec. 31
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that could impact your typical year-end planning. Mind your RMDs Be thoughtful about required minimum […]