Monthly CIO View: May 2025
6/4/2025
Markets & Investing
Giving conditionally
How to keep charitable specificity from hurting your cause
Estate & Giving
Selling your business to those who helped you build it
How an employee stock ownership plan offers a tax-advantaged path to succession
Business Ownership
Investing in social enterprises: purpose and profit
How investors can support causes they care about while pursuing financial returns
Estate & Giving
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
The strategic side of debt
Why debt reduction should support – not define – your wealth strategy
Markets & Investing
AI guardrails for business owners
A short checklist for using generative AI at work
Business Ownership
Could private equity strengthen your retirement plan?
New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.
Retirement & Longevity
Retiring to a different state
A retiree's checklist before moving to another state
Retirement & Longevity
Protecting your business with insurance
A review of business liability insurance options
Business Ownership
July review: Markets navigate US-Iran tensions, sector rotation and policy uncertainty
8/3/2026
July was an eventful month with US-Iran tensions, rising energy prices and changing expectations for rate cuts.
Markets & Investing
