Insights

Planning for charitable giving

In this season of giving, many take this opportunity to give back to their community, to meaningful causes and to their favorite charities. While supporting the organizations you value is... Read More

Quarterly commentary: October 2015

The third quarter of 2015 proved to be a difficult one for investors, as US economic data showed signs of weakness, global slowdown fears persisted and continued talk of looming... Read More

Planned giving

Today more than ever, charitable institutions stand to benefit as the first wave of baby boomers reach the stage where they’re able to make significant charitable gifts. If you’re like... Read More

Quarterly commentary: April 2015

At the close of the first quarter, the global economy continued to muddle along, with falling commodity prices, foreign currency weakness, and lower bond yields present throughout most of the... Read More

Quarterly commentary: January 2015

At the time of our last quarterly commentary, the world was bogged down with a combination of geopolitical events and newfound market volatility. Investors in the U.S. braced for the... Read More