As 2025 comes to a close, our December newsletter offers practical insights to help you plan ahead. We share the latest market commentary, guidance on whether to prioritize charitable giving now or wait until next year, and key tax strategies to review before year-end.
Quarterly Investment Commentary: November 2025
In the November market update, we highlight strong performances from key U.S. companies and share encouraging trends that point to potential opportunities for investors.
Should You Prioritize Charitable Giving in 2025 or Wait Until 2026
Thinking about giving to charity? Our latest article shows you how making a donation now—or waiting until next year—can affect your impact and tax‑planning.
Save More on Taxes: Planning Strategies to Review Before Year-End
Before the year ends is a great time to explore some smart tax‑planning moves. In this latest piece, we highlight simple strategies you can review now to help you keep more of what you earn and feel confident heading into 2026.