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Commentary Q3 2025: VUCA 2.0
Financial markets continue to adapt to the new paradigm as real interest rates remain elevated amid headline-driven trade negotiations, ambitious fisc…

The Elements of Successful Trusts
Trusts have long been used to transfer wealth from one generation to the next. But they can also create headaches and regrets if not carefully planned…

Family Legacy One Story at a Time
However you definite legacy, it is often based on stories passed down across generations. Young people especially can benefit from hearing family stor…
— The U.S. implemented additional tariffs on dozens of trading partners, including Switzerland and India; gold prices surged on tariffs potentia...
Why the markets are discounting inflation and betting that U.S. economic weakness is good news (think interest rate cuts). By David Baker, Senior Dire...
U.S. corporate profit margins could narrow quickly, especially if inflation surprises to the upside, prompting a broader re-evaluation of market prici...
— The U.S. economy added only 73,000 jobs in July while May and June results were revised down by 258,000; roughly 25% of the unemployed have be...
— The U.S. and Eurozone agreed on a framework for a trade deal, which would include 15% U.S. tariffs on imports and better terms for U.S. auto a...
— U.S. inflation ticked up in June by 0.3%, bringing the annualized rate to 2.7%; meanwhile, wholesale inflation remained unchanged, indicating...
The mega reconciliation bill inched its way through Congress and was signed into law by President Trump on July 4. Known as the “One Big Beautiful B...
— The Trump administration announced 30% tariffs on imports from the European Union and Mexico as of August 1, after extending global tariff dea...
— President Trump signed a massive budget bill into law, extending the 2017 tax cuts, adding tax new tax cuts (workers and seniors) and boosting...