Perspectives

Explore our thought leaders’ latest insights and ideas.

Embracing Volatility

Embracing Volatility

For investors with long time horizons, volatility should be synonymous with risk—despite recent market falls.
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What Investors Should Know About the Tax Cuts and Jobs Act

What Investors Should Know About the Tax Cuts and Jobs Act

How will U.S. tax reform potentially impact your financial future? Our experts have compiled a brief summary focused on the most pertinent changes affecting individual taxpayers.
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Are You Trendy?

Are You Trendy?

Have you considered what your future might look like? Our investment team outlines 12 trends to watch for in the coming year.
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Pain for the Shopping Mall is Gain for the Consumer

Pain for the Shopping Mall is Gain for the Consumer

We’ve all witnessed the recent deterioration of retail stores in America. For decades, department stores were the lifeblood of shopping in the U.S., but now many Sears, JCPenney, and Macy’s locations sit shuttered and in disrepair.
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Garnering the Trust of Clients for Over 36 Years

Garnering the Trust of Clients for Over 36 Years

Helping others first is the heart and soul of Mark Davis’ work in private trust. He reflects on the benefits of establishing a trust, while sharing his own life experiences.
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New Year, New You: Improving your cyber health

New Year, New You: Improving your cyber health

As we consider important New Year’s resolutions for 2018, one idea rises to the top among personal priorities: resolving to better protect ourselves against cybercrime.
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Giving Back Can Be the Best Reward

Giving Back Can Be the Best Reward

Doing work that matters: Wealth Management Vice Chairman Andrew Crowell shares his biggest motivator and other tips learned throughout his successful career in finance.
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6 Social Security Strategies and Lesser Known Facts

6 Social Security Strategies and Lesser Known Facts

Many of us feel we know the basics of Social Security, but did you know there are hundreds of different ways to claim you benefits? While we can’t cover all of them, we can offer strategies to help keep your retirement goals on track as you progress into this new life stage.
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Remembering People First Opens the Door to Opportunities

Remembering People First Opens the Door to Opportunities

As newly minted COO of a dynamic business unit, Skyler Bloxham reflects on lessons learned with practical application for anyone striving to succeed.
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Tap and Go: Life in a cashless society

Tap and Go: Life in a cashless society

Have you ever envisioned a future where your wallet or purse has become substantially lighter due to lack of monetary contents or perhaps a future where you don’t even need to carry a wallet at all? That future may be closer than you think.
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