A Focus on Fundamentals

Published on June 11, 2025

While the immediate path for tariffs may drift lower, the U.S. legislative branch is hammering out a tax and spending bill that seems to favor tax cuts over lower spending, reviving worries over the U.S. budget deficit and a growing debt burden that cannot be ignored.

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Ask Bev: Choosing a Custodian

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There is no “best” custodian. They all do some of the same things in terms of providing excellence in infrastructure and support, but they can vary significantly in what they focus on, how much ongoing attention they will give, and what the RM can bring to you as your relationship evolves.