Monthly CIO View: May 2025
6/4/2025
Markets & Investing
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Wear, return, repeat
Buying is out. Borrowing is in.
Family & Lifestyle
No sunset yet
The “One Big Beautiful Bill Act” brings clarity and opportunity for estate planning.
Tax Planning
The market’s cultural headwaters
How Baby Boomers and Millennials shaped, and are shaped by, their economies.
Markets & Investing
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Work smarter, not longer
Practical ways to maximize your time
Business Ownership
The good of gratitude
Practicing daily gratitude can positively impact your health
Family & Lifestyle
Mid-year financial check-in
Five recommendations to keep you on track
Family & Lifestyle
Active and passive investment strategies, explained
Understand the differences of active and passive strategies and determine which better suits your goals
Markets & Investing
