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Insights & News

Review the latest from our wealth management advisors

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Article written by Charlie Jordan featured on FA-mag.com

In the wake of Donald Trump’s election as U.S. president, those of us in the financial and estate planning world are waiting to learn more about the fate of the estate tax. 

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Article written by Lisa Brown featured on Kiplinger.com

3 Tax-Planning Tips to Consider as Donald Trump Gets Down to Work

Before you make big moves with your savings, investing or inheritance plans, take a breath and weigh the likely consequences.

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Article written by Dave Polstra featured on CNBC.com

As we near the end of 2016, many people are deciding to make significant contributions to their favorite charities. With the stock market at record highs, those with investment portfolios have created a significant amount of wealth and may want to donate some of their wealth to help those who are less fortunate.

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Video Perspectives

Insights from our wealth management advisors

  • 2016 Highlights and Review
  • How does President Trump Impact our Investment Thinking?
  • Starting Conditions Matter - Reagan vs. Trump
  • Investing in the Current Market Environment
  • Europe, Brexit and European Banks
  • 2016 Investment Summit: Brightworth's Investment Process