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Stay up to date on the latest domestic and global market news, reports and trends. Our research, analysis and thought leadership content are designed to help you make informed decisions on managing your wealth at every life stage.

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Our latest insights

MID-WEEK MARKET UPDATE
        Click the image above to view our latest Mid-week Mark…
SEPTEMBER 28, 2022 YUNG-YU MA, PH.D.
MID-WEEK MARKET UPDATE
    Click the image above to view our latest Mid-Week Marketing Update &nbs…
SEPTEMBER 21, 2022 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Traveling to warmer climates for the winter is a tradition for many families, as is taking advantag…
SEPTEMBER 16, 2022 JULIE ANN GARBER NATHAN BYERS
MID-WEEK MARKET UPDATE
    Click the image above to view our latest Mid-week Marketing Update &nbs…
SEPTEMBER 14, 2022 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Waiting to transfer your assets to family members via a will or revocable trust upon death may not …
AUGUST 31, 2022
MID-WEEK MARKET UPDATE
        Click the image above to view our latest Mid-week Mark…
AUGUST 24, 2022 YUNG-YU MA, PH.D.
MID-WEEK MARKET UPDATE
        Click the image above to view our latest Mid-week …
AUGUST 17, 2022 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
When social interaction was limited during the pandemic, many found a meaningful connection through…
AUGUST 09, 2022
WEALTH PLANNING UPDATE
    Did you know the nature of giving has changed and it follows a generational…
JUNE 23, 2022 MARVI RICKER
WEALTH PLANNING UPDATE
The pandemic has changed the way we all view and experience giving. There’s also a new genera…
MAY 24, 2022 MARVI RICKER
WEALTH PLANNING UPDATE
MAY 18, 2022
WEALTH PLANNING UPDATE
Few people go into marriage thinking about how it will end. But unfortunately, divorce does happen.…
MAY 18, 2022
WEALTH PLANNING UPDATE
A crucial yet often overlooked component of estate planning is providing access to and control of y…
MAY 10, 2022
WEALTH PLANNING UPDATE
For business owners and consumers, 21st century brands are about much more than just the product, o…
APRIL 28, 2022
WEALTH PLANNING UPDATE
No one enjoys end-of-life planning. But properly designed, completed and executed estate plans that…
APRIL 06, 2022
CURRENT MARKET NEWS
The market has struggled to price in shifting probabilities of various economic scenarios resulting…
MARCH 16, 2022 YUNG-YU MA, PH.D.
WOMEN & WEALTH
While women have made significant progress when it comes to their finances, they tend to be less se…
MARCH 07, 2022 BMO WEALTH MANAGEMENT - U.S.
WOMEN & WEALTH
Women have a lot on their plates. Everyone experiences transitions throughout life, but women seem …
MARCH 02, 2022 BMO WEALTH MANAGEMENT - U.S.
WOMEN & WEALTH
Corporate boardrooms are modernizing. Spurred by social change and the advancement of more women to…
MARCH 01, 2022
WOMEN & WEALTH
More nonprofit organizations are recognizing the value of diversity on their boards and are committ…
MARCH 01, 2022
WEALTH PLANNING UPDATE
Irrevocable trusts are helpful tools for individuals and families to meet their wealth planning obj…
SEPTEMBER 21, 2021 JAYNE HARTLEY
WEALTH PLANNING UPDATE
News continues to come out about the Biden administration’s tax proposals.  We are still…
AUGUST 03, 2021 BRAD HERMAN, CFP®, AEP®, CHFC® DAVE BENSEMA, CPA, CFP® JAYNE HARTLEY PRATIK PATEL
WEALTH PLANNING UPDATE
Planning is important in any environment. When done correctly, you will be able to both minimize tr…
JUNE 22, 2021 PRATIK PATEL
CURRENT MARKET NEWS
What happened? The latest chapter in the unfolding U.S.-China trade war has moved to the Interne…
AUGUST 27, 2020 JAY RITTER YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
The coronavirus pandemic is impacting each of us in different ways and to different degrees. This i…
APRIL 30, 2020
WEALTH PLANNING UPDATE
CARES Act In response to the coronavirus pandemic, Congress has enacted the CARES Act (Coronavirus…
MARCH 30, 2020 NATHAN BYERS STEPHEN WHITE
WEALTH PLANNING UPDATE
Market volatility and economic uncertainty can be unsettling even for the most sophisticated of inv…
MARCH 30, 2020
CURRENT MARKET NEWS
A tumultuous week for OPEC was followed by a weekend of chaos, leaving global oil markets on the pr…
MARCH 09, 2020 BMO WEALTH MANAGEMENT - U.S.
CURRENT MARKET NEWS
What happened? Former Vice President Joe Biden racked up a large delegate count on Super Tuesday m…
MARCH 04, 2020 YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
“It’s like astronomy, where what you see isn’t the star as it is right now, but the star as it was …
FEBRUARY 20, 2020
CURRENT MARKET NEWS
“In God we trust. All others must provide data.”  Dr. William Schaffner, Vanderbilt University Medi…
FEBRUARY 03, 2020 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
The Federal Open Market Committee kept the fed funds target range unchanged for the second consecut…
JANUARY 30, 2020 BMO WEALTH MANAGEMENT - U.S.
OUTLOOK FOR FINANCIAL MARKETS
“A bend in the road is not the end of the road…unless you fail to make the turn.” - Helen Keller  …
JANUARY 29, 2020 YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
“Let me tell you the secret that has led to my goal.  My strength lies solely in my tenacity.” -…
DECEMBER 17, 2019 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
 A U.S.-China trade deal looks likely, but a ratification hurdle remains   Congress avoids shut…
DECEMBER 13, 2019 BMO WEALTH MANAGEMENT - U.S.
CURRENT MARKET NEWS
 Brexit is the leading consideration of the December election, shifting traditional voting patter…
DECEMBER 05, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
  For many high net worth families, amassing wealth may be the easier part. Passing down …
NOVEMBER 25, 2019
CURRENT MARKET NEWS
What happened? In line with market expectations, the Federal Reserve Board cut the Fed Funds rate …
OCTOBER 31, 2019 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Discuss these important tax considerations with your advisor before year-end  We’re o…
OCTOBER 30, 2019 NATHAN BYERS
WEALTH PLANNING UPDATE
Business owners invest so much into their businesses – emotionally, physically, and financial…
OCTOBER 27, 2019
WEALTH PLANNING UPDATE
Of all the decisions to be made when starting a business, one of the most important is the type of …
SEPTEMBER 23, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
As an owner of a private business you face the difficult challenge of balancing the needs of your b…
SEPTEMBER 23, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Six ways to teach children the role of giving in wealth stewardship   Beyond the tax deductions, …
MAY 30, 2019
OUTLOOK FOR FINANCIAL MARKETS
Market sentiment & the benefits of contrarian thinking   “All models are wrong, but some are …
APRIL 22, 2019 YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
Positioning review: An international adjustment and mid-cap affirmation   “The investor of today …
MARCH 27, 2019 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
U.S. retail sales only partially rebounded in January after the shockingly large setback in Decembe…
MARCH 12, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Three steps to prepare for the possibility that your pet may outlive you.   If you’re a pet owner…
MARCH 01, 2019 BMO WEALTH MANAGEMENT - U.S.
CURRENT MARKET NEWS
The recently released “America’s Patients First: The Trump Administration Blueprint to Lower Dr…
FEBRUARY 28, 2019
OUTLOOK FOR FINANCIAL MARKETS
Down, but not out!   “In the middle of every difficulty lies opportunity.” – Einstein   Earning…
FEBRUARY 15, 2019 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Given that the year-end market fireworks were sparked, at least in part, by the unexpectedly hawkis…
JANUARY 31, 2019 YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
“When one’s expectations are reduced to zero, one really appreciates everything one does have.” – S…
JANUARY 10, 2019 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
The New Year brings a few changes that could affect your wealth planning strategy, mostly related t…
DECEMBER 19, 2018
WEALTH PLANNING UPDATE
  If your family owns a business, it’s easy to assume that the younger generation will naturally w…
OCTOBER 10, 2018
OUTLOOK FOR FINANCIAL MARKETS
“A mind that is stretched by a new experience can never go back to its old dimensions.” – Oliver We…
OCTOBER 03, 2018 YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
“Courage is the most important of all the virtues because without courage, you can’t practice any o…
SEPTEMBER 04, 2018 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
In this issue: Middle East tensions are likely to rise again with renewed sanctions on Iran se…
AUGUST 01, 2018 YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
“There’s no place like home. There’s no place like home. There’s no place like home.” – Dorothy, Wi…
JULY 26, 2018 YUNG-YU MA, PH.D.

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