Our insights

End-of-year tax planning checklist: actions to consider before December 31

Continuing a legacy of trust and innovation: A conversation with CEO Adam Spector

Why alternatives may help alleviate pressure on traditional portfolios

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

Is it better to give to charity during my lifetime or after death?

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