IN BRIEF, MACRO ECONOMIC PERSPECTIVES

As renegotiations over the U.S.-Mexico-Canada Agreement (USMCA) approach, it’s worth taking a brief look at trade to share perspectives on the framework that has governed North American trade since July 2020.

The Shifting (Global) Order

We are living through a period of shifting order. Global alliances are outwardly frayed, old rules have been bent, and new ones are being formed.

TAX SEASON IS HERE AGAIN

Tax season is here again. Most taxpayers are eager to maximize deductions to minimize the taxes they pay. However, careful attention to tax planning may mean doing the opposite.

70 IS THE NEW 50:

A new year often brings fresh goals—fitness, family or maybe a little more balance. But here’s a goal you probably haven’t considered: planning to live to 100.

NEW YEAR’S PERSPECTIVES

In both life and investing, meaningful achievements rarely happen overnight. From towering sequoias to majestic mountains, some of the universe’s most impressive features emerge gradually, through quiet, persistent growth.

BEYOND BASIC PROTECTION

For high-net-worth (HNW) investors, insurance can play a far more strategic role than simply providing protection. With
greater wealth comes more complex structures, broader objectives and, often, a desire to ensure that hard-earned success creates a lasting impact.

SUPPORTING OTHERS & YOURSELF

Administering an estate can be a time-consuming and complex task, often made more challenging by emotionally difficult circumstances.