Managing Director Kim Strand appeared on Bloomberg to discuss her positive outlook on US equities and the optimism surrounding the Magnificent 7 broadening out into 2025. Watch now: bloom.bg/3ZXkBsH

Investors shouldn’t count on high U.S. equity valuations to continue increasing, explains Head of Equities Carin Pai, CFA. Yet, we believe it’s fair to anticipate moderate returns in 2025—with the caveat that they’ll need earnings forecasts to materialize. bit.ly/49KcjJi

With a new year underway, Jeff MacDonald, Head of Fixed Income Strategies, examines how the policy priorities of the incoming administration and a favorable environment for the Federal Reserve may shape the fixed income landscape in 2025. Learn more: bit.ly/3VMJ4zH

Tariffs are a wild card that could drive inflation, influence interest rates and reshape the Federal Reserve’s path. Still, CIO Ron Sanchez sees a promising backdrop for investors given expectations for the Trump administration’s pro-business, pro-markets and pro-growth policies.

Tariffs are reshaping trade policy and driving market volatility. Our investment leadership team explores what tariffs mean for inflation, economic growth and portfolio positioning in an era of heightened policy uncertainty. Learn more: lnkd.in/m6b89

Step into 2025 with our checklist of these often-overlooked financial steps. These tips can help you take control of your finances, navigate the year with confidence and maximize planning opportunities as you progress toward your financial goals. bit.ly/41nyzGu

Join us for an empowering discussion designed to help you or a woman in your life take control of financial security during life’s most challenging transitions — including navigating loss, divorce and cognitive decline. Register here: bit.ly/3QCiTc1

Tax season’s almost over but there’s still time to lower your 2024 tax bill. Senior Wealth Planner Cory A. Marchbanks, CFP® shares smart strategies you can use before April 15 to save.

Our National Fiduciary Counsel Paulina Mejia shares the unique position of women in managing wealth and the importance of having a financial plan that aligns with your values and goals. Explore our insights here: bit.ly/41NpbuL

Economic uncertainty can complicate the investment outlook. Head of Manager Research Erick Rawlings looks to GDP for clues on the direction of the U.S. economy. Learn more: bit.ly/3E7UdWi

Head of Asset Allocation Viraj Patel emphasizes the need for timely trade agreements to prevent economic downturns in his recent appearance on Schwab Network. Watch his full commentary here: bit.ly/4iMxDAJ

Chief Digital Officer Rod Sayegh joined the Knomee Knowing Me, Knowing You podcast to share how aligning financial strategies with personal values can lead to meaningful change. Listen to the full episode here: bit.ly/3F08SU4

Before you gift your residence or vacation property to loved ones, consider the tax implications. In a recent column for Haute Living San Francisco, Wealth Director Chase Johnson and Trust Counsel Scott Small share tax-smart strategies for gifting property.bit.ly/44QlveS

Head of Portfolio Management Carin Pai, CFA shared her expertise with Bloomberg Open Interest on guiding new investors in today’s volatile market. She stresses the significance of financial literacy and a long-term investment approach. Watch here: bit.ly/3HtUBj2

Chief Fiduciary Officer and General Trust Counsel Leslie Gillin Bohner discusses estate planning in her latest byline for Kiplinger. Learn more about critical documents that will ensure your affairs are in order. bit.ly/4jDe52k

Managing Director and Portfolio Manager Douglas Cohen joined Schwab Network to identify pivotal “wild cards” in today’s markets, such as AI, U.S. debt and bond yields. Watch the full segment here: bit.ly/4l02IlT

Head of Equities Carin Pai joined Bloomberg’s Open Interest to discuss what elevated equity valuations could mean for investors. With earnings, interest rates and macro data in focus, markets may be approaching a turning point. Watch Carin’s segment here:bit.ly/45b6W55

Director of Financial Planning Ed Mooney shared insights on guiding business owners through uncertain times with FA Magazine. He suggests advisors to lean on scenario planning and data-driven insights to address concerns over government policies. Read more:bit.ly/3TX6ZuT

The new tax legislation brings important changes that could impact your wealth plan. With several key provisions set to change or expire in 2025, now is an ideal time to evaluate your options and make the most of available opportunities. Read more here: bit.ly/45dAwqP

Carin Pai, Head of Equities, joined Bloomberg TV to share her insights on the markets. She noted that valuations remain elevated and highlighted how small-cap stocks are more sensitive to interest rates and may benefit from Fed rate cuts. Watch here: bit.ly/489yj1h