Investment Insights: Excerpts from our 2018 outlook

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Small vessel heading out into open sea with clouds on the horizon

Our view is that U.S. growth will pick up steam, particularly as the tax cuts foster business investment and economic data continues on to stronger footing.

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Business succession planning options: ESOPs

Kristin Nelson
Wealth Management Strategy
Employees meeting around a wooden table in sunny office

Adopting an ESOP enables a business owner to exchange his or her equity for a more diversified portfolio without having to sell the entire business.

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Donor-advised funds: legacy without the limits and burdens

Steve Prostano
Family Wealth Advisors
Two young men and woman sitting at wooden table looking over investment paperwork.

The donor-advised fund is the fastest-growing and most popular charitable vehicle in the U.S.

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Investment Insights: Higher, flatter, lower

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Back of young man looking at large window screen that has various market measurements on it, with city skyline in the background.

With the bond market viewed as an indicator of future economic health, some warning bells are starting to ring.

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