As we enter the fourth quarter of 2024, our Quarterly Perspectives dive deeper into the Federal Reserve cutting interest rates, the upcoming election, and tax planning.

As we enter the third quarter of 2024, our Quarterly Perspectives dive deeper into prioritizing long-term retirement savings, mitigating Medicare surcharges, matching investments to the need, and charitable gifting strategies.

As we enter the second quarter of 2024, we take a look at current events that could impact your portfolio. Our quarterly perspectives dives deeper into investing in election years, estate vehicle comparisons, keeping an eye on the future of taxes, and focusing on what you can control.