Investment Strategy

Family & Lifestyle Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your beneficiaries […]

January 12, 2026 Drew O’Neil discusses fixed income market conditions and offers insight for bond investors. Stocks and bonds can each play a role in a portfolio. Neither is necessarily better or worse… they are just different. Owning a share of stock means that you own a piece of the entity. Owning a bond means […]

Markets & Investing December 19, 2025 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways Fading uncertainty and fiscal tailwinds should lift us economic growth Weak labor trends unlikely to morph into a sharper downturn Solid earnings growth and a resilient economy should support us equities Before we turn the page on 2025, […]

Tax Planning Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill. As the year comes to a close, it may be a good time to check on your investments with an eye toward tax implications. Keeping long-term investment goals in mind, a trusted advisor can help you consider adjustments […]