Perspectives

The One Big Beautiful Bill Act (OBBBA) introduces several tax-law changes that significantly affect how the Alternative Minimum Tax (AMT) applies beginning in 2026. While the law keeps the higher [...]

Life rarely follows a straight path. Careers grow and shift; families evolve, and opportunities appear in ways we cannot always predict. Each moment impacts your financial life, which is why a [...]

November saw a convergence of three storms of worry from investors: doubts about the continuing run-up of AI-themed stocks, lack of access to economic data because of the government shutdown, and [...]

The holidays are the season for giving, so it is the appropriate time to consider the advantages of gifting during your lifetime rather than passing assets to your family upon your death. [...]

Crestwood’s Katherine M. Sheehan, Managing Director and Wealth Strategist, joined Gary Heldt on the latest episode of the Grow Your Business & Grow Your Wealth podcast to discuss how smart [...]

“When you come to a fork in the road, take it.” – Yogi Berra The term “K-shaped recovery” gained prominence in 2020 during the uneven rebound from the Covid-19 recession. Popularized by economist [...]

With the holidays fast approaching, many people are getting ready to visit family, take a long-awaited vacation, and shop for gifts. However, the hustle and bustle of the season can also increase [...]

The final months of the year are often called the “season of giving,” a time when generosity peaks during the holidays. But this year you may want to plan your charitable giving a little earlier [...]

One Small Cut, More to Come In last month’s Economic Update, we identified four areas of particular interest regarding the upcoming September meeting of the Federal Reserve’s Open Market [...]