Five Mistakes to Fix When Reviewing Estate Planning Documents

Published on November 17, 2025

Catch these issues before your clients and their families face the consequences.

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Window for December Rate Cut Still Open, But ...

November 17, 2025
We were in the camp that the Federal Reserve (Fed) should have reduced interest rates during the first half of the year, taking advantage of the underlying disinflationary path during that period.

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November 17, 2025
The problem is timing. Increasing productivity through AI and lower healthcare costs because of new technologies will take time – at least a decade.