Key Tax Figures for 2025

Published on January 8, 2025

A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.

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Sanctuary Attracts $700M Truist Team Focused on International Clients

January 8, 2025
Hillguard Wealth Management will join Sanctuary Global and work out of the firm’s Miami office. Sanctuary President Vince Fertitta said there was a demand for an alternative to “the way most banks and wirehouses” treat international business.

Global Macro Outlook: First Quarter 2025

January 8, 2025
The question for investors will be to what degree US outperformance will extend to the financial markets.