2023 Economic Outlook

01/10/2023
Read Article

Quarterly Perspectives — Q3 2018

10/25/2018
Long-term is more than six months. We believe the long-term investor is best served by adhering to a disciplined investment process, saving more, working longer and spending less. Read our full perspectives for Q3 of 2018.

ERISA Update 2018

10/09/2018
We highlight recent changes that may impact your plan and participants, such as requirements for hardship distribution, response to the DOL's updated disability claims procedure requirements and more.

Quarterly Perspectives — Q2 2018

09/27/2018
In January we published our 2018 Perspectives. Now that we are halfway through the year, we believe an over-arching theme of global economic convergence is continuing to fuel global growth. Below are our reviews and reflections on our earlier viewpoints.

Charitable Giving

06/11/2018
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.

Improving Your Credit

02/01/2018
Credit history and credit scores can be confusing. One of the most common questions is “What can I do to improve my credit?” The simple answer is that credit takes time to build. While there isn’t a quick fix to boost your credit score overnight, there are some actions you can take to increase your credit score over time.

Giving back through the United Way

12/07/2017
One of the character qualities we seek to develop in our relationships is compassion, and no organization demonstrates this quality quite like the United Way.