On July 17, Head of U.S. Markets, Wealth Management Dave DiLuigi moderated a discussion with our investment team on how recent legislation, shifting trade dynamics, and Federal Reserve policy are shaping the investment landscape—and what it all could mean for your financial plan.

Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared valuable insights on what it could mean for your financial plan. 

During the conversation, the team provided insight on: 

On February 27, 2025, we hosted an installment in our Philanthropic Speaker Series, Donor Advised Funds Revisited: Leveraging Donor Advised Funds for Fundraising Success. This webinar was hosted by National Director of Endowments and Foundations Walter Dillingham and included an interactive panel discussion featuring industry professionals who discussed how donors are increasingly looking to DAFs as their philanthropic vehicles, and shared strategies to help nonprofits develop a plan to maximize their DAF fundraising. 

On April 9, Head of Wealth Management Lisa Roberts moderated a discussion with our investment team on the current volatility and economic outlook.

Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared valuable insights on the recent market drawdown1Disclosure number, please reference additional details in the Disclosures section at the bottom of this page. and what they are watching in the weeks ahead.