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INSIGHT
wealth planning update
Why financial planning is a crucial part of family planning

Having a child is one of the most important–and deeply personal—decisions one can ever have. Pregnancy can provoke a range of emotions, i…

JONATHAN BATT
INSIGHT
Growing old with pride

Everyone desires security and dignity in our later years, and financial well-being depends on a number of factors as we age. But members of the lesbi…

JONATHAN BATT
Two women on a pier.
Two women on a pier.
Two women on a pier.

Our latest insights

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WEALTH PLANNING UPDATE
Why financial planning is a crucial part of family planning
Having a child is one of the most important–and deeply personal—decisions one can ever …
JUNE 27, 2022 JONATHAN BATT
WEALTH PLANNING UPDATE
The generational evolution of charitable giving [Video]
    Did you know the nature of giving has changed and it follows a generational…
JUNE 23, 2022 MARVI RICKER
WEALTH PLANNING UPDATE
From donation to philanthropy: How charitable giving has evolved generationally
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
Digital assets estate plan checklist [Infographic]
MAY 18, 2022
WEALTH PLANNING UPDATE
While emotionally draining, divorce doesn't have to be financially draining too
Few people go into marriage thinking about how it will end. But unfortunately, divorce does happen.…
MAY 18, 2022
WEALTH PLANNING UPDATE
Digital assets - An essential component of your estate plan [Video]
A crucial yet often overlooked component of estate planning is providing access to and control of y…
MAY 10, 2022
WEALTH PLANNING UPDATE
B Corporations: Finding the balance between purpose and profit, and connecting with consumers along…
For business owners and consumers, 21st century brands are about much more than just the product, o…
APRIL 28, 2022
WEALTH PLANNING UPDATE
Digital assets - An essential component of your estate plan
No one enjoys end-of-life planning. But properly designed, completed and executed estate plans that…
APRIL 06, 2022 JOEL SCHOENMEYER
CURRENT MARKET NEWS
How do we price-in shifting probabilities and the variable scenarios of war?
The market has struggled to price in shifting probabilities of various economic scenarios resulting…
MARCH 16, 2022 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Six best practices for selling and transferring your business [Infographic]
MARCH 07, 2022
WOMEN & WEALTH
Winning the confidence game: Three ways women can boost their financial confidence
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
Change is coming: Four ways women get a handle on life transitions
Women have a lot on their plates. Everyone experiences transitions throughout life, but women seem …
MARCH 02, 2022 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Philanthropy of their own: How women are shaping the future of family giving
Women are becoming a mighty force in philanthropic giving, bringing their passions, creativity, and…
MARCH 01, 2022
WOMEN & WEALTH
Women Executives: Why they should consider joining corporate boards
Corporate boardrooms are modernizing. Spurred by social change and the advancement of more women to…
MARCH 01, 2022
WOMEN & WEALTH
Women get on board: Taking a seat on a non-profit board requires passion—and a game plan
More nonprofit organizations are recognizing the value of diversity on their boards and are committ…
MARCH 01, 2022
WEALTH PLANNING UPDATE
Running an irrevocable trust like a business - Video
Irrevocable trusts are helpful for individuals and families to meet their wealth planning objective…
OCTOBER 26, 2021 JOEL SCHOENMEYER
WEALTH PLANNING UPDATE
Running an irrevocable trust like a business
Irrevocable trusts are helpful tools for individuals and families to meet their wealth planning obj…
SEPTEMBER 21, 2021 JAYNE HARTLEY JOEL SCHOENMEYER
OUTLOOK FOR FINANCIAL MARKETS
Shaky but not fragile
“Every business and every product has risks. You can’t get around it.”  &nbs…
SEPTEMBER 01, 2021 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Should you change your state of domicile?
Traveling to warmer climates for the winter is a tradition for many families, as is taking advantag…
AUGUST 11, 2021 JULIE ANN GARBER NATHAN BYERS
WEALTH PLANNING UPDATE
What you need to know about the personal income and estate tax proposals in Biden's proposed 2022 b…
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
The time for estate planning is now
Planning is important in any environment. When done correctly, you will be able to both minimize tr…
JUNE 22, 2021 PRATIK PATEL
OUTLOOK FOR FINANCIAL MARKETS
The great inflation debate ... and investing implications
“A problem well stated is a problem half solved.”   - Charles Kettering S…
JUNE 19, 2021 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Why You Should Consider a Dividend Recap Today
Why You Should Consider a Dividend Recap Today In his first address to Congress on April 28, Pre…
MAY 24, 2021 BRAD HERMAN, CFP®, AEP®, CHFC®
CURRENT MARKET NEWS
April CPI – higher prices are here
The Consumer Price Index (CPI) for April exceeded expectations showing a monthly increase of 0.8% a…
MAY 12, 2021 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Biden proposes big spending, taxes with the American Families Plan
President Biden recently rolled out the American Families Plan (AFP), a $1.8 trillion proposal that…
MAY 06, 2021 JAY RITTER YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
U.S. - China breakup getting messy with Trump’s executive orders restricting TikTok and WeChat in…
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 quest for financial wellness in an uncertain time
The coronavirus pandemic is impacting each of us in different ways and to different degrees. This i…
APRIL 30, 2020
WEALTH PLANNING UPDATE
Coronavirus relief: CARES Act and tax filing extension
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
Wealth planning opportunities in volatile times
Market volatility and economic uncertainty can be unsettling even for the most sophisticated of inv…
MARCH 30, 2020
CURRENT MARKET NEWS
Oil Market Armageddon
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
Super Tuesday Game Changer
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
February - March 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
Coronavirus Update
“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
EconoFACT - FOMC Policy Announcement - On Hold
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
Our Outlook: Global backdrop and tactical recommendations
“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
2020 Outlook: Less yin (dark), more yang (light)
“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 flurry of positive policy surprises
 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
UK Election: Will Brexit’s dust finally settle?
 Brexit is the leading consideration of the December election, shifting traditional voting patter…
DECEMBER 05, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Are you prepared? Children and grandchildren need to get ready for their roles as inheritors
  For many high net worth families, amassing wealth may be the easier part. Passing down …
NOVEMBER 25, 2019
CURRENT MARKET NEWS
The rate cut: What happened? What's next? And our take
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
3 big tax planning strategies for 2019
Discuss these important tax considerations with your advisor before year-end  We’re o…
OCTOBER 30, 2019 NATHAN BYERS
WEALTH PLANNING UPDATE
E-Magazine for Business Owners - Volume 1 Issue 2
Business owners invest so much into their businesses – emotionally, physically, and financial…
OCTOBER 27, 2019
WEALTH PLANNING UPDATE
Choosing the right business structure - V1.I1
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
E-Magazine for Business Owners - Volume 1 Issue 1
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
Preparing heirs for a lifetime of charitable giving
Six ways to teach children the role of giving in wealth stewardship   Beyond the tax deductions, …
MAY 30, 2019
OUTLOOK FOR FINANCIAL MARKETS
May 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
April 2019 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
Consumer spending freeze thaws in January
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
Why pets belong in your estate plan
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
Much ado about health care
The recently released “America’s Patients First: The Trump Administration Blueprint to Lower Dr…
FEBRUARY 28, 2019
OUTLOOK FOR FINANCIAL MARKETS
February 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
Market Newsflash - About Face Complete; Fed on Hold
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
January 2019 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
10 financial resolutions for 2019
The New Year brings a few changes that could affect your wealth planning strategy, mostly related t…
DECEMBER 19, 2018
WEALTH PLANNING UPDATE
What to do when the kids don't want the family business
  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
October 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
September 2018 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
Iran sanctions: The other geopolitical risk
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
August 2018 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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