Weekly Commentary

One Big Beautiful Bill Act Signed: First Look at Key Tax Provisions for Wealthy Investors

Investment Commentary – July 7, 2025

Economic Commentary – July 7, 2025

Economic Commentary – June 30, 2025

Celebrity Estate Planning Lessons: What Jimmy Buffett’s Trust Dispute Teaches Us

Investment Commentary – June 30, 2025

Investment Commentary – June 23, 2025

Senate Tax Bill Draft: How Proposed Changes Could Affect Your Wealth Plan

Economic Commentary – June 23, 2025

Don’t Forget to Fund Your Trust: Why Retitling Assets Is Critical to Estate Planning

Investment Commentary – June 16, 2025

Economic Commentary – June 16, 2025