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Mid-Year Financial Checkup
Posted in Insight & Opinion
  • Financial Planning
  • Managing Taxes
  • Market Commentary
  • Trust & Estate Planning

The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track given any changes in the economy and markets as well as your personal situation.

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A View from Washington: Tax Reform and its Trade-Offs
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary
  • Managing Taxes

With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.

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