2025 Tax Planning Guide

November 25, 2024

Use this overview as a resource to prepare for filing your 2024 taxes and planning for 2025 with the help of your wealth team.

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A new Fed, familiar market dynamics

Jul 2, 2026

The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through...

Jun 4, 2026

Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500...

May 7, 2026

The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across...