Our insights

Why alternatives may help alleviate pressure on traditional portfolios

Trendlines: Does gold's recent performance signal a new investment era?

How do I decide which charities to support?

Why gifting assets might not always be the best strategy for older clients

Key charitable-giving changes coming in 2026

Webinar: 2025 Shareholder Engagement Update

Year-end 2025 planning: Key steps under the new tax law

Trendlines: International stocks are shining this year. Don’t forget their long-term role.

A note on the government shutdown

Climate and AI impact were top shareholder engagement priorities in 2025

Profitability validates U.S. stock market performance, but don’t discount the risks

Webinar: Planning under the new tax law: Understanding OBBBA and key strategies to consider