News & Perspectives

Here's our take on what is happening in the markets currently.

Today’s student-athletes have much more at stake given the amount of NIL income they are receiving. Understanding the basics of investing, speaking with respected and experienced people in their inner circles, and even hiring a financial advisor who is legally obligated to act in a client’s best interest are all important ideas that must be considered.

Stocks and bonds have rewarded investors who can look past the headlines and remain disciplined over the long term.

President Trump unveiled his plan to impose baseline, and in some cases, reciprocal tariffs on all imported goods to the United States. The tariff rates were more aggressive than most investors expected, causing an abrupt response from the markets.

Investing doesn’t have to be a harrowing, white-knuckle experience. A few simple reminders and the help of an investment professional can give you the confidence to ride out the rough patches.

The death of a spouse is a profoundly challenging time, both emotionally and financially. This article explores the key tax considerations for surviving spouses, including filing status, inherited basis adjustments, home sale exclusions, notifications to relevant agencies, estate tax considerations, and trust issues.