Industry News and Updates

From weekly economic updates to quarterly newsletters, the below resources provide an overview of investor trends, financial news and economic analysis


In each weekly video, get the latest news on the financial markets and economy, along with analysis and insight. [ + ] [ - ]


The Wealth Wise quarterly eNewsletter provides timely and relevant articles focused on simplifying your financial complexities. [ + ] [ - ]

When to Choose a Corporate Fiduciary
Market Volatility: Another Good Reason for a Year-End Review
Q&A with Fifth Third Private Bank's President Phil McHugh about Life360
Steer Clear of the Latest Identity Theft Scams
Choosing Beneficiaries Wisely and with Taxes in Mind
Long-Term Care for the Ones You Love
10 Tips to Protect Your Identity
Women, Wealth, and Legacy Planning
Pass Along Your Wealth Rather Than a Tax Burden
Your Annual Review Checklist
Selling your Business? What to Know Before You Do
Fulfilling Your Philanthropic Vision With the Appropriate Giving Vehicle
Should you consider a Roth IRA conversion?
Can portability help preserve retirement benefits?
Advance Directives: Planning Ahead for Your Own Care
Are your children prepared to handle your wealth?
IRS releases most 2014 cost-of-living adjustments
Are taxes lowering your investment returns?
Act now to protect your loved ones through Estate Planning
How to start succession planning for your business
Tax-smart ways to give to charity
Protect Yourself from Identity Theft
Asset Valuation: A Key Component of Your Estate Plan
Get ready for the new 3.8% tax on investment income
A Guiding Hand After You are Gone


Provides a market commentary outlining notable financial events of the prior month in an easy-to-read format. [ + ] [ - ]

Monthly Financial Market Roundup


In Insights you'll hear from our thought leaders on prevailing themes in the economy and markets. [ + ] [ - ]

Three Critical Questions - May 2015
Auld Lang Syne - December 2014
Mid-Year Outlook - August 2014
A Question of Maturity - May 2014
From Vicious to Virtuous - February 2014
Is the Bond Bull Market? – November 2013
2013 Tax Planning – November 2013
Growing Pains - August 2013
A Chorus of Cynics - June 2013