Wealth Insights

Insurance may not be the most glamorous portfolio component, but it should never be treated as a buy-and-hold asset. When left unattended, old policies could lead to shocking and costly mistakes.

Mike Pitts and David Sprague discuss recent changes to how gifting is taxed and why gifting to a trust is a powerful way to leverage lifetime gifting.

The end of the year is a great time to review your financial plan. Are you where you thought you would be? If not, identify gaps and put a plan in place for the year ahead.

Desiree Eddington and Mike Pitts discuss how the 2017 tax law increased tax-free giving contributions and the tax implications that were recently clarified by the IRS.

When you offer financial support to a nonprofit, you want your donation to make a difference. Follow these steps to ensure your giving creates a lasting impact.

Portfolio Manager Meeting Commentary for 12-6-18: US economy is slowing not contracting; Fed may slow pace of rate increases further.