There are many reasons to give, and thoughtful planning could mean tax advantages for you or your loved ones. Charles Johnson, Wealth Director, addresses some of the steps and strategies for impactful charitable giving in Haute Living San Francisco. bit.ly/4cRZ6z2

Head of Fixed Income Strategies, Jeff S. MacDonald, CFA, spoke with The Bond Buyer to share insights into the #muniyieldcurve. Learn more about his expectation that front-end rates will come down significantly as the Fed cuts rates in his latest interview: bit.ly/3LO6pf3

The recent spate of high volatility has jolted investors who’ve grown used to tranquil market conditions. CIO Ron Sanchez details how the selloff was largely driven by technical market factors and why the case for an economic soft landing remains intact. bit.ly/3LZoKFX

Please join us in welcoming Kevin Flood, CFP®, as a Senior Relationship Manager in our NY office! He brings over three decades of experience in wealth management, tax planning, and a strong track record in managing complex multi-generational relationships. bit.ly/3LVXpo6

Can you open a Roth IRA for a child? In this recent CNN article, Ed Mooney, Financial Planning Director, explains that if a child works and earns income, they can contribute to a Roth IRA, offering a smart way to secure tax-free growth for the future. cnn.it/4dwIvkg

In a recent FA Magazine article, Richard Pianoforte, Managing Director of Tax, highlights the differences between federal and state tax rules, particularly regarding business depreciation expenses and taxes on municipal bond income. bit.ly/4cqp7UK

Jef MacDonald, Head of Fixed Income Strategies, shared his outlook on the bond market with CNN Underscored, discussing how the bias toward lower yields should help ‘un-invert’ the yield curve over time as bond markets move to a more normalized condition. cnn.it/4cm9pdC

Life transitions can pose significant challenges to financial stability. Chief Fiduciary Officer Leslie Gillin Bohner offers her recommendations on staying prepared in this latest Kiplinger article. Learn more: bit.ly/3SRACh3

Listen to Carin Leong Pai, CFA, Executive Vice President and Head of Portfolio Management, on Bloomberg's podcast as she provides insight on the potential September rate cuts, earnings season, and valuation concerns. Listen here: bloom.bg/4cvkZ68

Think 529 Plans are just for college savings? Think again! Trust Counsel Scott Small reveals how these plans can be a powerful estate planning tool, offering a tax-free way to transfer wealth to future generations. Learn more here: bit.ly/3YAvGAP

As life changes, so can your irrevocable trust with the right legal advice. In this latest Kiplinger article, Anna Soliman, Trust Counsel, outlines three essential steps for updating your irrevocable trust. bit.ly/3yX89zW

There are many ways to save for higher education, so how do you choose the right method for your family? Learn the details and tax advantages behind 529 Plans, UTMAs and using trusts to save for your loved one’s future education. Read more: bit.ly/4dUvUre

Head of Research Erick Rawlings shares insights into the current landscape of alternative investments and offers considerations for advisors when choosing an alternative asset manager in his latest conversation with WealthManagement.com. Watch here: bit.ly/4ed2YLa

Do you own appreciating assets you’d like to transfer to heirs? You might consider a Grantor Retained Annuity Trust (GRAT). Trust Counsel Scott Small shares how a GRAT can be a tool for transferring wealth to your beneficiaries without gift or estate tax. bit.ly/3XjaLjy

We're honored to be awarded first place in the Wealth Management category by Law.com. This award highlights our commitment to delivering innovative wealth management solutions to clients. A big thank you to our incredible team! bit.ly/3X6Y7nB

September 11, 2001 is a day forever etched in our collective memory as we honor the lives of 97 colleagues from Fiduciary Trust and Franklin Templeton who were lost on that day. bit.ly/484PQFz

Chase Johnson, Wealth Director, explains the risks of an overly concentrated portfolio and outlines key considerations and tax liabilities when unwinding those investments with HauteLivingSF. Learn more in his latest article: bit.ly/3B1S50o

Potential tax changes in 2026, including a significant reduction in the estate tax exemption, could impact your wealth plan. Ed Mooney, Director of Financial Planning, reviews upcoming changes and offers specific strategies to help you prepare.

Carin Pai, CFA, Executive Vice President and Head of Portfolio Management joined Bloomberg News to discuss market drivers, specifically the much-anticipated rate cut and how liquidity factors into risk. Watch here: bloom.bg/4e6vCgH

If you recently inherited an IRA from someone other than a spouse, you’re likely impacted by new rules stating when and how much you must withdraw from the account. Watch as Senior Trust Officer Rachel Gibbs explains the rules and how they may influence your withdrawal strategy.