Sanctuary Attracts $700M Truist Team Focused on International Clients

Published on 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.

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Pressing for Yet More

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On December 6, the S&P 500 set the most extreme level of valuations on record, exceeding both the 1929 and 2000 market peaks on measures that we find best-correlated with actual, subsequent 10-12 year S&P 500 total returns across a century of market cycles.

Key Tax Figures for 2025

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.