Webinars

In the April 2024 session of our ongoing webinar series, Markets Monthly: Strategies & Perspectives, hear from Roundtable™ specialists Jim Cahn, Gary Quinzel, and

Retirement is the culmination of decades of hard work. With nothing to do but rest and relax, it’s easy to think your days of tax planning are over. But there’s still plenty you can do to reduce your tax bill in retirement, and failing to address your tax situation could prove costly.

2023 ended on a high note as the interest rate narrative shifted and consensus views broadly turned positive. The new year brings hope of an even more favorable environment for stocks and bonds, but recent history reminds us that consensus opinions can be unreliable.

Charitable giving has an immense impact on society and can deliver immediate benefits to the recipients. However, many people are unaware of the extensive advantages for the donor. In addition to assisting those in need, funding research, and delivering essential services, charitable giving also has comprehensive tax benefits when done correctly.

With the third quarter behind us, global equities ended on a sour note, but thanks to a strong first half, most indices are still positive year-to-date. Recession fears are back in the fold, but short-term volatility—like what we’re seeing currently—is common at this late stage of the market cycle.