OUR LATEST INSIGHTS

Sweeping tariff reforms and a shift in U.S. trade policy are reshaping the global economic landscape. In this special update, we examine the strategic implications of these changes—how they impact inflation, interest rates, debt refinancing, and market positioning—and what it means for investors seeking clarity in uncertain times.

As we progress into early 2025, the global economic environment continues to evolve, shaped by factors like ongoing inflation, changing monetary policies, geopolitical tensions, fluctuations in energy markets, and, perhaps most notably, the impact of the President's economic policies. Read more for an updated summary of our views on these developments and their potential effects on our investment portfolios.

February is the month of love, and while chocolates and roses often take center stage, there’s another area where communication and understanding are essential in relationships: finances. Money is one of the leading causes of stress and conflict in relationships, yet it’s a topic many couples tend to avoid. By understanding each other’s “financial love language” and working together to align money goals, couples can not only strengthen their bond but also create a more secure future. Open communication about finances fosters trust, reduces tension, and helps achieve the peace of mind every partnership deserves.

Here is some key financial data for 2025. You can find tax bracket information, retirement contribution limits, and so much more.

As we approach the close of 2024, it's an ideal time to revisit tax-saving opportunities that can help you make the most of your financial plan. With some proactive steps, you may be able to reduce your tax burden and position yourself for a stronger financial future. Read more for key strategies based on IRS guidelines and best practices in wealth management.

November is National Family Caregivers Month—a time to recognize the dedication and resilience of caregivers everywhere. Many caregivers, often family members, find themselves balancing their own careers, health, and finances while supporting a loved one. Our latest article offers practical insights on how to manage these unique financial challenges, from income planning to navigating complex care options.

Join us for an exclusive webinar hosted by Scott Van Den Berg, President of Century Management Financial Advisors, with special guest Christopher Holtby, Co-Founder of Wealth Trust Advisors Trust Company. Christopher is a trust expert.