2020 Midyear Outlook

07/13/2020
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Quarterly Perspectives — First Quarter 2020

04/10/2020
In January, the U.S. economy appeared healthy. Unemployment was low. Consumers were confident. Growth prospects remained positive for the forseeable future. However, the 12-year U.S. economic expansion came to an abrupt halt in March, as effects of COVID-19 reverberated around the globe and across our nation. Now, recession in 2020 seems all but inevitable.

2020 Economic Outlook

01/14/2020
The U.S. economy will likely enter its 12th year of economic expansion in 2020, continuing the longest growth period in history.

Women and Estate Planning Basics

12/23/2019
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5 years longer than men.

Social Security Retirement Benefit Basics

12/23/2019
Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount you've earned.

Quarterly Perspectives - Third Quarter 2019

10/02/2019
Economies across the globe are showing signs of slowing and many investors are looking for implications for the U.S. economy and investment portfolios.

The New Estate Tax Rules and Your Estate Plan

09/17/2019
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.