U.S. Outlook: Tax reform reaches the finish line

Scott Anderson
Chief Economist
graph showing rise of debt as percentage of US GDP

This is largely a corporate tax cut bill with temporary personal income tax relief mixed in.

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Down payment options 101

Victor Polich
Mortgage Banking
Young mother at kitchen table working on laptop while her baby watches from a high chair.

When you’re buying a home, the difference between your loan amount and the purchase price is called the down payment.

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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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