News and Insights Archive

Declaration of Domicile

February 27, 2024
Uncategorized

A Declaration of Domicile is a formal and legal statement through which individuals declare their official residence or domicile in a specific area. By doing so, they affirm that they consider this place their permanent home and express their intent…

Market Memo | February 2024

February 9, 2024
Investments, Market Memo

With the geopolitical tensions in the world and an upcoming election, the market continues to be influenced by rate cut expectations more than anything else.

How the Oil Market Affects Us Every Day

February 8, 2024
Investments

Oil makes the world go around, or at least helps vehicles that go around the world. The oil market has always been as volatile as it has been important to economies across the globe.

The Long-Term Care Quandary: Paying for Skilled Nursing Care

January 26, 2024
Retirement

Given the jaw-dropping costs of long-term care and the odds of needing it at some point in life, many people are left wondering how they will pay for the medical treatment and assistance with the activities of daily living they may require in their later years.

Six Months & A Day Rule

January 17, 2024
Uncategorized

The "six months and a day rule" or "183-day rule" generally refers to a taxation principle related to the residency status of individuals in a particular area. The specific details of the rule can vary from one location to another,…

Artificial Intelligence Revolutionizing the Landscape of Investing

January 2, 2024
Investments

Explore the transformative impact of Artificial Intelligence (AI) on investing and how it can be a valuable tool for informed decision-making.

The Sandwich Generation, Part I: Protecting Your Parents’ Financial Future

December 15, 2023
Ask a Trust Officer

Discover helpful strategies “sandwich-ers” can utilize when providing assistance and guidance to those they care about, while also balancing and protecting their own financial nest eggs in this two-part series.

Market Memo | November 2023

December 12, 2023
Investments, Market Memo

November gave investors reasons to give thanks. Now they are left wondering if Santa came early this year, or if there are gifts still to be delivered.

Donor Advised Funds: What You Should Know

December 4, 2023
Charitable Giving

Learn the power of Donor Advised Funds (DAFs) for tax-efficient and impactful giving. Enjoy immediate deductions, strategic contribution timing, privacy, and tax-free growth, making them a streamlined choice for meaningful philanthropy.

Second Homes & Tax Implications

November 21, 2023
Retirement, Tax Planning

Many people dream of having a place family can gather for vacation or a second home to spend winters once retired. Before making that purchase, there may be tax implications to consider.