Trusts, Taxes and Transfers: How Legal Expertise Shapes Smarter Wealth Planning

Published on February 21, 2025

A legally trained financial advisor helps clients stay on track and avoid missed opportunities for estate planning.

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Consumer Sentiment Plummets to 15-Month Low Amid Tariff, Inflation Worries

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Consumer sentiment plummeted to its lowest level since November 2023 this month, according to the final report for the Michigan Consumer Sentiment Index. The index dropped 6.4 points (-9.0%) to 64.7, marking the largest monthly decline since May and falling short of the 67.3 forecast. Sentiment is now down 15.9% from a year ago, the steepest annual decline since late 2022.

Coinbase Says SEC Is Close to Dismissing Enforcement Case

February 21, 2025
The decision is the latest retreat from the policies of former SEC Chair Gary Gensler, who officials in the crypto industry complained had sought to regulate the industry through enforcement actions.