Monthly CIO View: May 2025
6/4/2025
Markets & Investing
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
The Iran conflict’s impact on oil prices
3/3/2026
The evolving conflict in Iran could disrupt oil supply, pushing prices higher in the near term.
Economy & Policy
Roth conversions still shine after tax law changes
Preserve family wealth by managing taxes.
Estate & Giving
February review: Markets navigate AI-driven volatility
3/2/2026
The mostly flat surface of the S&P 500 belied turbulence underneath, with AI‑driven disruption fears contributing to the volatility.
Markets & Investing
Supreme Court tariff ruling: What does it mean for the economy and markets?
2/26/2026
While there could be near-term market volatility, the long-term outlook for tariff policy is largely unchanged.
Economy & Policy
Interpreting the Dow 50,000
2/12/2026
The Dow Jones Industrial Average closed above 50,000 points for the first time, but what does the milestone mean, and does it signal time for investors to reduce exposure?
Markets & Investing
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
When the unexpected hits, liquidity matters
How securities-based lending can help you in the face of disaster.
Business Ownership
