Wealth Services

2022 will be remembered as a year when inflation dominated the economic landscape for the first time in decades. Strong consumer demand stressed fragile supply-chains, and the Russian invasion of Ukraine severely impacted the global food and energy markets. Reactions from central banks, particularly in the U.S., have been historically swift, and as we move into 2023, inflation is slowly decreasing. The probability of a global recession in 2023 remains elevated as central banks manage the delicate balance of appropriate monetary policy. In the following pages, we evaluate the current economic environment and its implications for businesses and investors.

Most teenagers probably aren't thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a first job can present an ideal opportunity to explain how a Roth IRA can become a valuable savings tool in the pursuit of future goals.

Donor-Advised Funds (DAF) Combine Charitable Impact with Tax Benefits. Learn more about DAFs and how they impact your financial planning.