Perspectives

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Latest Perspectives

Market Updates
Aerial Shot of a Path Through the Forest

Markets Rise in a Quiet, Holiday-Shortened Week – Weekly Market Insights

Dec 1, 2025

With markets now pricing in a high probability of a December easing and seasonal trends becoming more favorable, investors will closely watch to see if incoming data confirm this increasingly confident policy outlook.
Insights

2025: Year-End Planning Checklist
Insights

1919 Investment Counsel Earns Multiple 2025 Honors from Leading Industry Publications
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Philanthropy Wealth Planning Estate & Tax Planning Responsible Investing Women & Wealth
Insights

Nov 13, 2025

2025: Year-End Planning Checklist
Insights

Oct 21, 2025

1919 Investment Counsel Earns Multiple 2025 Honors from Leading Industry Publications
Insights

Oct 10, 2025

Women & Wealth: Navigating Financial Challenges and Unlocking Opportunities
Insights
woman's hand with a tree

Oct 2, 2025

Responsible Investing Policy
Insights

Sep 19, 2025

What We’re Reading… Fall 2025
Insights

Sep 2, 2025

Qualified Charitable Distributions: A Strategic Tool for Tax-Efficient Giving
Insights

Aug 28, 2025

Inherited IRAs: A Strategic Guide for Beneficiaries
Insights

Aug 5, 2025

The Roth IRA: A Quiet Powerhouse for Your Financial Future
Insights

Jul 22, 2025

The One Big Beautiful Bill Act and How it Might Affect You
Insights

Jul 16, 2025

What We’re Reading… Summer 2025
Insights
elderly couple watching the sun set over the beach

Apr 4, 2025

Portability of a Spouse’s Unused Exemption
Insights
Woman holding a young boys hand walking along a dirt road in the country side.

Feb 20, 2025

Estate Planning Basics: Revocable Trusts
Insights
grandparents and grandchil watching the sun set

Feb 17, 2025

Advance Health Care Directives: Living Wills and Health Care Proxies
Insights
mom and two daughters overlooking a mountain range from a hillside meadow

Jan 17, 2025

Estate Planning Basics: The Importance of Having a Durable Power of Attorney
Insights
Image of hikers on hill at sunrise.

Jan 16, 2025

Basic Estate Plans Everyone Should Have
Insights
Couple Watching Sunset From a Viewpoint

Dec 6, 2024

Equity Compensation Plans: What Do I Need To Know?
Insights
mom and two daughters overlooking a mountain range from a hillside meadow

Nov 20, 2024

Charitable Giving Using Donor-Advised Funds and IRAs
Insights
Businesswoman signing paperwork

Nov 15, 2024

Year-End Planning Checklist
Insights
mom and daughter smiling

Nov 6, 2024

Women & Wealth: Expect the Unexpected
Insights
young couple holding new baby

Sep 26, 2024

What To Expect (Financially) When You’re Expecting
Insights
Mature Female Friends Socializing In Backyard Together

Jun 13, 2024

Investing for Inclusion: A Home Court Advantage
Insights
family on a mountain at sunrise

Aug 1, 2023

Our Approach to Catholic Investing
Weekly Market Insights Investment Review & Outlook
Market Updates
Aerial Shot of a Path Through the Forest

Dec 1, 2025

Markets Rise in a Quiet, Holiday-Shortened Week – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Nov 24, 2025

Nvidia’s Strong Results Fail to Reignite Risk Appetite – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Nov 17, 2025

Markets Rotate as Shutdown Ends and Fed Tone Turns Hawkish – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Nov 10, 2025

Markets Pause as Political Shifts and Labor Concerns Stir Uncertainty – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Nov 3, 2025

Markets Balance Optimism and Caution – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Oct 27, 2025

Financial Markets Soar! – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Oct 20, 2025

Hope Springs Eternal – Weekly Market Insights
Market Updates
man biking through an open field of hills

Oct 16, 2025

Investment Review & Outlook – October 2025
Market Updates
aerial view of a road through the forest

Oct 13, 2025

Tariffs Redux – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Oct 6, 2025

Savings are Down, Credit Card Balances Are Up—and that Isn’t Good – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Sep 29, 2025

Markets Rebound to End the Week – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Sep 22, 2025

The Fed’s Cut Lifts Markets, but Uncertainty Persists – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Sep 15, 2025

Tragedy, Inflation, and Record Markets – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Sep 8, 2025

The Tide Has Turned – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Aug 25, 2025

To Ease or Not to Ease – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Aug 18, 2025

A Rally Stalled – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Aug 11, 2025

Markets Defy Uncertainty – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Aug 4, 2025

A Rocky Start to August – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Jul 28, 2025

Another Confusing Week in Equity Markets – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Jul 21, 2025

Narrow Market Gains Mask Broader Uncertainty – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Jul 14, 2025

Record Highs Amid Rising Risks: Markets Eye Earnings and Tariff Tensions – Weekly Market Insights
Market Updates
man biking through an open field of hills

Jul 9, 2025

Investment Review & Outlook – July 2025
Market Updates
Aerial Shot of a Path Through the Forest

Jun 30, 2025

Financial Markets Reach for Record Highs – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Jun 23, 2025

Geopolitical Shocks Test Investor Nerves – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Jun 16, 2025

A Directionless World – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Jun 9, 2025

It Was Only a Matter of Time – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

May 19, 2025

U.S. Credit Downgrade Adds Weight to Debt Concerns – Weekly Market Insights
Market Updates
Aerial view of road hidden between forest

May 12, 2025

Tariff Confusion – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

May 5, 2025

The First One Hundred Days – Weekly Market Insights
Market Updates
Aerial view of road hidden between forest

Apr 28, 2025

A Wild Week – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Apr 14, 2025

Politics or Economics – Weekly Market Insights
Market Updates
man biking through an open field of hills

Apr 10, 2025

Investment Review & Outlook – April 2025
Market Updates
aerial view of a road through the forest

Apr 7, 2025

Tariffs Trigger Market Turmoil – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Mar 31, 2025

Tariffs and Tensions – Weekly Market Insights
Market Updates
aerial view of a road through the forest

Mar 24, 2025

Power and Progress, and the End of History – Weekly Market Insights
Market Updates
Aerial Shot of a Path Through the Forest

Mar 17, 2025

Confusion is the Enemy – Weekly Market Insights
Market Updates
man biking through an open field of hills

Jan 9, 2025

Investment Review & Outlook – January 2025
Market Updates
man biking through an open field of hills

Oct 8, 2024

Investment Review & Outlook – October 2024
Market Updates
man biking through an open field of hills

Jul 8, 2024

Investment Review & Outlook – July 2024

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