Doug Hutchinson

CFA®, Director of Research and Trading

How to Leave a Meaningful Legacy

6 min read

How to Leave a Meaningful Legacy

Estate planning isn't just for the ultra-wealthy. Anyone can leave a meaningful legacy by gifting assets to loved ones and causes you care about. A thoughtful legacy plan does more than pass on money. It creates opportunity, it changes lives for the...

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Clear Answers to FAQs About the Budget Reconciliation Bill

4 min read

Clear Answers to FAQs About the Budget Reconciliation Bill

The 2025 budget reconciliation bill includes a mix of new deductions, extensions to provisions from the 2017 Tax Cuts and Jobs Act and a phase-out of...

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Creating a Trust Isn't Enough: The Importance of Transferring Assets

3 min read

Creating a Trust Isn't Enough: The Importance of Transferring Assets

A trust can prevent a long and costly probate process and make the inheritance process easier for your heirs. Trusts can also maximize the value of...

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How a Roth Conversion Can Reduce Taxes in Retirement

4 min read

How a Roth Conversion Can Reduce Taxes in Retirement

Moving money from a pre-tax savings account such as a 401(k) or Traditional IRA into a Roth IRA can offer long-term tax benefits. But it’s not the...

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Tax-Smart Strategies for Gifting Money to Family and Donating Stock to Charity

5 min read

Tax-Smart Strategies for Gifting Money to Family and Donating Stock to Charity

An estate plan can guide distribution of your assets after you're gone. But gifting money to family and donating to charity while you’re still alive...

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Exploring Global Diversification in an Investment Portfolio

4 min read

Exploring Global Diversification in an Investment Portfolio

When it comes to investing, most people gravitate to companies they know and trust. This tendency leads many Americans to primarily invest in...

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Tariffs and Market Volatility: What Investors Need to Know

4 min read

Tariffs and Market Volatility: What Investors Need to Know

On April 2nd, equity markets experienced significant volatility following President Trump’s Executive Order on tariffs. The Executive Order imposed a...

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Why Beneficiary Designations Matter & The Smart Way to Leave Assets to Your Heirs

3 min read

The Smart Way to Leave Assets to Your Heirs

When it comes to estate planning, it’s not just about who gets what — it’s about how your assets are distributed. For example, if you have an IRA and...

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The Benefits of Diversification and How To Diversify Your Portfolio

4 min read

The Benefits of Diversification and How To Diversify Your Portfolio

Diversification is one of the most effective strategies for managing risk and improving long-term investment outcomes. By choosing investments across...

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Retirement Planning for Singles and Single Parents

4 min read

Retirement Planning for Singles and Single Parents

Saving for retirement can feel like an uphill battle, even for couples. Planning for retirement solo can feel both liberating and daunting. You get...

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