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Chris Castellano spoke on a panel at BNY Mellon | Pershing Insite23 in Orlando, Florida. In the panel, titled “Growing Your Business with Intergenerational Planning,” Chris uncovered best practices of intergenerational family wealth planning through financial planning, including tax and estate planning, to help clients pass money and assets to children and grandchildren. Click here to learn more about BNY l Pershing Insite23.

The American Express PGA Golf tournament continues to generate millions of dollars for nonprofit organizations dedicated to supporting Coachella Valley residents since 1960. Frank Marzano serves as Chairman of the Impact Through Golf Foundation, a charity that strives to provide funding to organizations that support health and wellness, youth sports, families, education, and homelessness. In partnership with AmEx, he presented $1,000,000 to sixteen Coachella Valley charities at the La Quinta Co

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC.1 Fiduciaries to nonprofit organizations play an instrumental role in managing an organization’s interests while furthering its important mission. However, the role of a fiduciary involves much more than attendance at meetings. Fiduciaries must exercise integrity, thoughtfulness, and prudence in decision-making, all while being proactively engaged and asking the right questions. It’s c

I am honored to sit down for a chat with Adam Cox, Executive Vice President and Chief Wealth Management Officer at The First National Bank of Sioux Falls. Learn more about Adam at fnbsf.com/our-team/adam-cox/.

In the newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team provides a recap of the recent bond market volatility and explains why investors should remain patient with their bond portfolios.

Each year, our Investment Team undertakes a comprehensive review of our capital market assumptions (CMAs) across asset classes. CMAs serve as the foundation of our portfolio construction process because they represent our forecasts for how different asset classes (such as stocks, bonds, real estate, and alternative investments) may perform going forward. The data is then used to approximate the efficient frontier and evaluate tradeoffs between allocating to different types of investments. As pa

When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including an increase in the estate tax exemption amounts and decreases in both individual and corporate tax rates. Now, many provisions of the Act are set to expire at the end of 2025 unless Congress makes them a permanent part of the tax code. Given the impact to your taxes and estate planning strategies, now is the time to start preparing for these anticipated changes. In this post, we’

The following is a brief summary of the changes to the estate, gift, and GST exemptions that will occur due to the sunset of provisions in the Tax Cuts and Jobs Act of 2017. Our team outlines some of the timely implications on tax planning and estate planning that should be considered. For a broader overview of the tax law changes expected in 2026, read this blog post. Introduction The Tax Cut and Jobs Act (TCJA) of 2017 was a major tax reform that, amongst other changes, doubled the estate, gi