By Beverly Kelly, Trust and Estate Specialist Key Takeaways Estate planning is not just event-driven. While major life changes often prompt updates, important risks can also develop gradually over time and should not be overlooked. Significant financial events require immediate … Read More

By Christine R. Quillian, CFA, CFP®, Senior Wealth Manager The second quarter of 2026 produced the strongest S&P 500 gain since 2020, up 14.9% after a 4.3% first-quarter decline. What began with geopolitical stress, oil volatility, and tariff uncertainty ended … Read More

By Jackson Keenan, CFP® , APMA™, Director of Financial Planning Key Takeaways: Change the Beneficiary You can switch the 529 to another eligible family member which could be siblings, cousins, even yourself. Use for Grad School or Future Education Funds can be … Read More