Join Connor O’Brien, CFA®, PJ Schaefer, CFA®, and Nick Brouch, CFA®, as they dive into the key themes and trends shaping 2025. From the anticipated rate cut cycle to evolving policy outlooks, our team provides expert insights on the factors driving U.S. market excellence and tactical positioning strategies. Discover what to watch for in the year ahead and gain valuable perspectives to navigate the opportunities and challenges of 2025. Stay tuned for a comprehensive breakdown, including their conclusions on the outlook for the year.
Incentive trusts: Use them to pass your wealth and values on to beneficiaries
If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be
March 25, 2025
