by News Room | Nov 6, 2023 | Market Update
It’s been another volatile year for municipal (muni) investors this year. While generally outperforming U.S. Treasuries, the Bloomberg Muni Index is on track for its second calendar year of negative returns—something that has never happened before. But, while...
by News Room | Oct 31, 2023 | Financial
More than half of Americans don’t have a will, even though most agree that wills are a good idea. For caregivers, planning ahead for their unexpected death is even more critical since the people who depend on their services will likely still need help. A focus...
by News Room | Oct 23, 2023 | Market Update
Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation as the post-pandemic economy progresses into the New Year. As markets adjust to a new regime, investors should recognize the economy is becoming...
by News Room | Oct 22, 2023 | Financial
Basketball fans are eager for October when the NBA season kicks off. It is a new beginning, a fresh chance for teams to showcase their unique talent and strategies for staying at the top of the leaderboard in a wholly unpredictable sport. One day you are winning,...
by News Room | Oct 17, 2023 | Financial
You may sometimes hear the terms “estate planning” and “asset protection” used interchangeably. They actually have different meanings, and it’s important to incorporate both strategies into future financial plans. Below, we discuss key...
