Weekly Market Report – October 12, 2026

U.S. stocks finished the week higher despite fluctuating Treasury yields, geopolitical developments, and volatility in technology shares. As investors look ahead to the Federal Reserve's next interest rate decision, inflation reports and corporate earnings could offer important clues about the direction of markets. Explore this week's key developments and what's ahead.

The Tax Return Is Looking Backward. Your Tax Strategy Shouldn’t Be.

Your tax return tells you what happened. Proactive tax planning asks what you can still do about what happens next. For high-net-worth families, that distinction can become increasingly important as investments, business interests, estate planning and charitable giving intersect.

Weekly Market Report – October 5, 2026

Stocks ended the week mixed as investors weighed rising Treasury yields, stronger economic growth and cooling job gains. Here’s a look at what moved markets and the key economic data to watch in the week ahead.

Weekly Market Report – Sept 28, 2026

Stocks advanced last week as investors weighed inflation, falling oil prices, bond yields, and developments in the Middle East. Here’s a look at what moved markets and the economic data and earnings reports to watch this week.