Market Commentary & Insights

A look at life and finance from every angle

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. That’s why we’re pleased to present Point of View – a source of ideas and information to help you make the most of them all, all together.

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Point Of View

Planning Well  |  November 2, 2017
2017 Year-end tax planning

Certain tax and financial planning moves can help prepare you for tax season and better align your portfolio with your short- and long-term goals.

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Investing Well  |  November 7, 2017
Key provisions of the House's tax proposal

The proposed changes include reduced business taxes, fewer individual income tax brackets, and an elimination of personal exemptions.

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Living Well  |  October 3, 2017
Savvy steps to stay cyber-safe

Defend yourself with simple, everyday practices that can help protect your identity, your accounts and your devices.

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