Meet The Author Sawyer Rothmann Senior Associate Sawyer is a Senior Associate in our Boston office where he serves as a research analyst conducting due diligence, security selection, and trading for firm's... Learn More
Economic & Market Update Weekly Investment PerspectivesAmid increased cooling in the labor market and moderating inflation, the Fed finally indicates that after more than four years, it’s time for a rate…
Economic & Market Update The Strategic Petroleum Reserve StoryAn end-of-week digest exploring the latest headline-making events, offering forecasts on how they may influence financial markets.
Economic & Market Update Employment Is Much Better Than It LooksAn end-of-week digest exploring the latest headline-making events, offering forecasts on how they may influence financial markets.
Economic & Market Update Economic Slowdown Not Likely the Beginning of a RecessionExplore our latest commentary on the recent economic slowdown and its implications. Despite weaker employment reports and market volatility, we analyze why this may not…
Economic & Market Update August 2024 Economic & Market OutlookThe August Outlook examines the U.S. economy's steady growth amid still strong, but slowing job and wage increases. The outlook also covers global economic developments,…
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…