Thought leadership articles and commentaries to provide you with insights for intelligent wealth planning

1911 Quarterly Market Update and Outlook

JPMorgan Guide to the Markets

Our favorite monthly chart book, the JPMorgan guide to the markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts. Click the link for the most recent version.

Why Everybody Should Have An Estate Plan

A staggering 70% of Americans die every day without a formal estate plan, leaving families and loved ones to wrangle over decisions made on their behalf. It is perfectly understandable to want to avoid thinking about one's own demise, however, it's important to consider the very real consequences of not having a plan.

Using Lifetime Gifts To Reduce Your MA Estate Tax - And When Not To!

Prior to the current Massachusetts estate tax system, Massachusetts was a "sponge tax" state, where the Massachusetts estate tax was directly linked to the federal estate tax.