In today's dynamic workplace, the confluence of multiple generations presents a unique opportunity for growth and creativity. From Baby Boomers to Generation Z, each cohort brings distinct perspectives, skills, and experiences that, when harnessed effectively, can significantly enhance organizational performance and innovation. Learn more.

In today’s rapidly shifting political and economic landscape, mission-driven organizations face an uphill battle. Funding priorities are changing, policies are in flux, and new regulations are shaking up the sector. Yet, if there’s one thing nonprofits excel at, it’s resilience. By leveraging advocacy, financial diversification, and collaborative planning, organizations can turn uncertainty into opportunity—ensuring they not only survive but continue to make a meaningful impact. What are five smart actions every nonprofit should consider?

Giving to a church or nonprofit organization is not a one-size-fits-all endeavor. As a donor, there are many options to consider based on one's financial situation and long-term charitable goals. Thoughtful giving ensures that resources are available to serve communities, inspire change, and create a legacy of generosity for years to come. Learn more.

Volatility gripped markets in the first quarter of 2025 and the major stock indices saw declines as chaotic U.S. trade and tariff policies caused a steep plunge in business and consumer confidence, which raised concerns that economic growth would dramatically slow and corporate earnings growth would disappoint. Learn more about the key events of the quarter.

The Social Security Fairness Act was signed into law in January 2025. It repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which had previously reduced Social Security benefits for public sector workers receiving pensions from non-Social Security-covered employment. Beginning in April 2025, public servants (teachers, firefighters, police officers) will begin seeing an increase in their monthly benefit payments. Learn more about the possible tax implications of the Social Security Fairness Act.

Warren Buffett once said, “Someone’s sitting in the shade today because someone planted a tree a long time ago.” However, that tree didn’t just grow in the perfect place on its own. That kind of foresight requires careful planning.

Estate planning is crucial for securing your legacy and ensuring that your wishes are carried out regarding the distribution of your assets. Establishing a trust can be a key component of an effective estate plan. Trusts provide powerful tools for managing and distributing assets during and after your lifetime. What different roles can a trust play in your estate plan?

Whether you’re excited about diving into Bitcoin or exploring the vast range of altcoins, understanding the essentials of buying, storing, and protecting your digital assets is crucial. Here we break down the steps to safely purchase your first cryptocurrency, explore the different options for securely storing it, and provide you with practical tips on how to keep your crypto safe from theft or loss.

In the 2000 film, Meet the Parents, actor Robert De Niro played Jack Byrnes, a retired CIA officer and father to Pam Byrnes, the girlfriend of character Greg Fokker, played by actor Ben Stiller. In the film, Jack Byrnes describes to his potential son-in-law, Greg, the importance of being part of the family’s “Circle of Trust.”

Much like in the movie, we are continually assessing which investments qualify for our “Circle of Trust.” 2024 saw investments related to Artificial Intelligence (AI) as trusted members of that circle. AI investments in semiconductors and software joined power suppliers (think utilities) and power management companies as winners in 2024 as the artificial intelligence theme saw robust investor interest in what is perceived as the next great frontier of investment opportunity. Learn more.

As we say goodbye to 2024 and welcome 2025, it’s the perfect time to reflect on where we’ve been and set the stage for where we want to go. The beginning of the year is all about starting strong. This is your chance to set priorities, take decisive action, and create momentum for the months ahead. Here are five actions we recommend to help you start 2025 with clarity, confidence, and purpose.