Monthly CIO View: May 2025
6/4/2025
Markets & Investing
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
May review: Tech earnings drive markets despite macro uncertainty
5/29/2026
S&P 500 index extends positive return streak to eight weeks.
Markets & Investing
Cordially divided: the joy of prenups as planning tools
As prenuptial agreements become more normalized, it’s time to recognize them as the long-term planning tools they’ve always been.
Estate & Giving
Social Security survivor benefits: 6 things to remember
Understanding how Social Security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
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
