Monthly CIO View: May 2025
6/4/2025
Markets & Investing
Navigating caregiving conversations confidently
These tips can help you reduce conflict and foster collaboration
Retirement & Longevity
How an ethical will can help you leave a meaningful legacy
An ethical will can help you pass down your values for generations to come
Estate & Giving
What the SALT cap increase may mean for your taxes
Higher limits may translate into a major change in your tax strategy
Tax Planning
October review: Markets navigate competing forces
11/2/2026
October reminded investors that markets rarely move in response to a single factor.
Markets & Investing
Five year-end tax tips for businesses
Improve your bottom line with these tax mitigation strategies.
Business Ownership
Estate planning without heirs may need special attention
Choosing who to carry your plans forward presents a distinct, but solvable, challenge.
Estate & Giving
The ABCs of IDGTs
Explore the basics of intentionally defective grantor trusts and how these oddly named tools could be an effective addition to your estate plans.
Estate & Giving
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Social Security 2027 cost-of-living adjustment: what it may mean for your retirement plan
The 2027 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
The return of income: bonds reclaim their role
10/19/2026
James Camp, co-head of Eagle Income, and Alexandria White, investment strategist at Eagle Income, explore how higher yields have restored bonds as a meaningful source of income and portfolio diversification.
Markets and Investing
