News and Insights Archive

Investment Commentary | February 2025

March 10, 2025
Investments, Market Memo

February brought market volatility as trade tensions, layoffs, and inflation concerns grew. Some sectors held strong, but uncertainty looms. Is stagflation ahead?

What Heirs Should Know About Taxes When Inheriting a Trust

February 18, 2025
Financial Planning Library, Tax Planning

Learn key tax implications, from estate and income taxes to capital gains, to make informed financial decisions as the heir to a trust.

Investment Commentary | January 2025

February 10, 2025
Investments

January kicked off 2025 with market highs, AI-driven volatility, and rising tariff tensions. While investors navigated uncertainty, strong earnings and safe-haven demand shaped the month’s outlook.

Protecting Land and Legacy

February 1, 2025
Estate Planning

Secure your family's farmland with trusts, gifting strategies, and tax-efficient estate planning to preserve your legacy for future generations.

What Is the Missouri Long-Term Dignity Account and How Can It Help You?

January 17, 2025
Financial Planning Library, Tax Planning

Learn about the Missouri Long-Term Dignity Account, a tax-advantaged savings plan helping residents save for long-term care with flexibility and state tax benefits.

Investment Commentary | December 2024

January 10, 2025
Investments

December brought a rocky close to 2024, with markets facing challenges but maintaining resilience. Optimism around AI advancements, rate cuts, and election outcomes kept investors focused on opportunities ahead.

2025 Financial Resolutions: Wealth Management Goals for the New Year

December 30, 2024
Financial Planning Library

Start 2025 strong with actionable wealth management goals: optimize investments, increase savings, and plan your legacy for future success.

Estate Planning Considerations for Vacation Property

December 27, 2024
Estate Planning

Preserve cherished family vacation spots with a solid estate plan. Discover key strategies for ownership structures, heir management, and location-specific laws.