2025 Treasury Bonds and Fixed Income Outlook

Published on December 6, 2024

The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.

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ETFs Gone Hollywood? Heavyweights Enter the ETF Fray

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The explosive growth of the ETF industry has attracted a full range of new entrants this year — from smaller individuals to the largest hedge funds in the world. More and more fund managers are making their foray into the world of ETFs.

Year-End Estate Planning: Strategies for Maximizing Tax Benefits and Legacy Planning

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With year-end looming, consider taking action now to determine if annual gifts make sense. Our Bill Cass shares useful strategies to consider for estate planning.