Perspectives

Providing You Insight, Outlook, and Understanding

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Latest Perspectives

Market Updates
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Record Highs Amid Rising Risks: Markets Eye Earnings and Tariff Tensions – Weekly Market Insights

Jul 14, 2025

The economic and political landscape remains difficult to navigate.
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What We’re Reading… Summer 2025
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Portability of a Spouse’s Unused Exemption
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Women & Wealth Philanthropy Wealth Planning Estate & Tax Planning Responsible Investing
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Jul 16, 2025

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

Apr 4, 2025

Portability of a Spouse’s Unused Exemption
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Feb 20, 2025

Estate Planning Basics: Revocable Trusts
Insights
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Feb 17, 2025

Advance Health Care Directives: Living Wills and Health Care Proxies
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Jan 17, 2025

Estate Planning Basics: The Importance of Having a Durable Power of Attorney
Insights
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Jan 16, 2025

Basic Estate Plans Everyone Should Have
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Dec 6, 2024

Equity Compensation Plans: What Do I Need To Know?
Insights
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Nov 29, 2024

Responsible Investing Policy
Insights
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Nov 20, 2024

Charitable Giving Using Donor-Advised Funds and IRAs
Insights
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Nov 15, 2024

Year-End Planning Checklist
Insights
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Nov 6, 2024

Women & Wealth: Expect the Unexpected
Insights
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Sep 26, 2024

What To Expect (Financially) When You’re Expecting
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Jun 13, 2024

Investing for Inclusion: A Home Court Advantage
Insights
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Aug 1, 2023

Our Approach to Catholic Investing
Weekly Market Insights Investment Review & Outlook
Market Updates
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Jul 14, 2025

Record Highs Amid Rising Risks: Markets Eye Earnings and Tariff Tensions – Weekly Market Insights
Market Updates
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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
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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
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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
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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
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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
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Apr 10, 2025

Investment Review & Outlook – April 2025
Market Updates
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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
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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
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Jan 9, 2025

Investment Review & Outlook – January 2025
Market Updates
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Oct 8, 2024

Investment Review & Outlook – October 2024
Market Updates
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Jul 8, 2024

Investment Review & Outlook – July 2024

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