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LEARNING CENTER | Providing a Deeper Understanding

Investments

Our portfolio managers help take the complexity out of investing, and provide you with insights into the markets and current investment topics.

Trust & Estate Planning

Our trust officers address common questions and issues related to trusts and estate planning.

Tax Center

Our tax center has valuable information including filing dates, form availability, and insights related to in depth tax topics.

Financial Planning

Learn more about how financial planning can help you determine when you can retire and if you will be able to sustain your current spending habits.

Retirement Plan Services Center

Learn more about your fiduciary responsibility as a retirement plan sponsor.

Interested in the latest update from your market?

RECENT INSIGHTS | The Latest Information From Our Trusted Advisors

Investment Commentary | April 2025

April brought renewed market swings as tariffs and tumbling oil prices rattled investors. While energy lagged, tech and international stocks helped offset broader weakness, with gold gaining on safe-haven demand.

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The Evolution of the IRA

A financial crisis in the auto industry highlighted the need for stronger retirement protections, ultimately contributing to the creation and evolution of Individual Retirement Arrangements.

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How to Prepare Heirs to Manage Wealth

Preparing heirs to manage wealth requires early financial education, open family communication, hands-on experience, mentorship, and a strong focus on philanthropy to build long-term financial responsibility and purpose.

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Value vs. Growth Investing: What’s the Difference?

Value vs. growth investing explained through the lens of the P/E ratio, highlighting core differences, common risks, and how a fundamentals-driven, balanced portfolio can support long-term financial goals.

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Wealth Preservation: How to Ensure Generational Wealth Lasts

The Great Wealth Transfer is underway. Discover strategies like trusts, tax planning, and heir education to help preserve generational wealth for decades to come.

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Investment Commentary | March 2025

Markets declined sharply in March as rising tariffs, inflation concerns, and global unrest fueled widespread volatility. Investors turned defensive, with energy and precious metals leading performance amid heightened caution.

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Making the Most of Your Health Savings Account (HSA)

Build a tax-efficient healthcare fund with an HSA, offering triple tax advantages and lasting savings. 2025 limits, rules, and smart strategies explained.

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Boats Moving Cargo
Market Update: Tariffs Announced from The Rose Garden

Recent headlines regarding tariffs have captured significant attention and financial markets have responded decisively to these announcements.

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What is Fair Value and Why Does it Matter for Your Investments?

Fair value goes beyond market price and is often determined using key valuation metrics like P/E ratio, ROE, and DCF, along with factors like growth potential and investor sentiment.

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Trusts or Inheritance? Building an Estate Plan That Works for You

Is a trust or outright inheritance right for your family? Explore essential estate planning strategies, protect your assets, and secure your heirs’ futures.

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Navigating Market Volatility_2025
Navigating Market Volatility: A Thoughtful Approach

In times of market uncertainty, it is natural to feel uneasy about your investments. As…

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man frustrated with trying to file a tax extension. Learn common tax mistakes.
Common Mistakes When Filing a Tax Extension

Filing a tax extension can be a smart financial move, especially for individuals with complex…

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