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      Investment Management

      Featured Post

      2025 Midyear Market Outlook: CIO’s 3 Key Investor Themes to Watch

      6 minute read | July 9, 2025

      The first half of 2025 is in the books. While it may not have played out exactly as we envisioned, equity markets are roughly where we expected them to be. The S&P 500 has...

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      Investment Management
      August 7, 2025

      Turn Donor-Advised Funds into a Year-Round Tax and Wealth Strategy

      Empower Clients to Save More and Give More Most charitable giving and tax planning get squeezed into the busy final months of the year. But waiting until December means...
      Financial Planning
      July 29, 2025

      Trust Departments and Wealth Firms Collaborating on Client Solutions

      As more clients are expected to turn to bank trust departments and trust companies for deeper financial guidance, expectations are rising. Basic administration no longer...
      Investment Management
      July 9, 2025

      Big Tech’s Big Bang Recovery Drives U.S. Stocks to New Highs in Q2 2025

      So, how did the markets really do in the second quarter? And what should you keep an eye on next? Let’s take a closer look beyond the numbers at what drove the markets this...
      Client Relationships
      July 8, 2025

      Why SBLOC Belongs in Every Advisor’s Toolkit

      As a financial advisor, you’re often expected to be a guide through every phase of your clients’ financial lives. Whether it’s a large tax bill, tuition, or a real estate...
      Retirement Planning
      June 5, 2025

      Smarter Tax Strategies with Direct Indexing

      Taxes can be one of the biggest drags on long-term portfolio performance. And in today’s market, clients are more tuned in than ever to the impact taxes have on their bottom...
      Outsourcing
      May 29, 2025

      The Power of Outsourcing Investment Management for Trust Departments

      As a trust department, managing client portfolios while handling the day-to-day operations of your business can quickly become overwhelming. Imagine trying to balance client...
      Financial Planning
      May 22, 2025

      Tax Optimization Strategies for a Changing Financial Landscape

      In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax...
      HNW/UHNW
      December 1, 2023

      Year-End Charitable Giving Strategies for HNW Clients

      As December 31 approaches, many people turn their thoughts to charitable giving. Whether the impetus is related to spending down an anticipated year-end bonus, maximizing tax...
      Outsourcing
      October 13, 2023

      Unlocking Career Satisfaction: A Guide for Financial Advisors

      It’s been estimated the average person will spend 1/3 of their life at work. As a financial advisor, your career is not just a job; it's a significant part of your life....

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