An estate plan can be helpful for most people who have assets (such as a car, home, home goods, bank accounts, and investments) and a family. It isn’t solely for older adults.

As we enter the second quarter of 2025, our Quarterly Perspectives dives deeper into a variety of current topics. Read on to learn more about creating a wealth purpose statement, donor-advised funds, Social Security and retirement age, market volatility, and more.

In our 2025 Economic Outlook, we evaluate the current economic environment and its implications for businesses and investors. Key themes shaping this year's outlook include economic growth, consumer confidence, job market, tariffs, debt and tax policy, global tensions, deregulation efforts, and more.

As we enter the first quarter of 2025, our Quarterly Perspectives dive deeper into the expectations of the Federal funds rate, estate planning, charitable giving strategies, and tools to evaluate tax opportunities.

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.