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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Decent Q4 makes it three straight years of double-digit returns. How about four in a row?

Jan 2, 2026

We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total...

Dec 8, 2025

The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8% through month end. A flat month on...

Nov 7, 2025

October could best be described as a mixed bag: some good, some bad, but certainly eventful. The month’s headlines and...