When we look back, 2024 will be remembered for many things, including a significant run-up in asset values. As of November 20, 2024, the S&P 500 has grown nearly 25% year-to-date (YTD), and the Nasdaq ...

By Josh Dukelow, gift planning officer When we picture “wealth,” we often imagine stacks of cash, stock portfolios and real estate. In fact, more than half of the liquid assets of high net-worth individuals are ...