Monthly Newsletter

Featured monthly newsletter with content from subject matter experts.

Weekly Strategy Perspectives: After ‘Liberation Day’ What Now?

The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......

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Inheriting family wealth: How to prepare

For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is where things can get difficult......

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Weekly Strategy Perspectives: Craving Clarity

The Through Line: The thirst for certainty has reached fevered proportions, yet the very opposite may prevail for at least a few more months even after U.S. President Donald Trump’s April 2 announcement of sweeping tariffs on virtually all......

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An Overview of Tax Policy Proposals for the Upcoming Federal Election

Following the recent announcement of a Federal Election on April 28, the Federal political party leaders have begun to outline their election platforms, including tax policy.  We have briefly summarized the tax policy announcements of the three......

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Every player has a role

As far as NHL coaches go, Craig Berube has already had a storybook career, going from an undrafted player who would play 17 seasons to a head coach with the St. Louis Blues where he turned a struggling team into a Stanley Cup champion......

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Weekly Strategy Perspectives: Guest Feature: AI Insights

The Through Line: The AI revolution is fast upon us, bringing an intense amount of change and opportunity. Such periods of transformation inevitably lead to a host of questions......

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Weekly Strategy Perspectives: What Could Go Right?

The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars......

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The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond......

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Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

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Cyber attacks increasingly target small business

Many issues can keep a small business owner up at night, but one threat near the top of the list is a cyber attack. According to a 2024 report by the U.S. Chamber of Commerce, 60% of small businesses indicate cyber security threats......

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