Insights
Stay ahead in wealth management. Subscribe to our newsletter for the latest insights and updates.SubscribeMarkets are responding to policy expectations after the US presidential election. Investors should stay focused on a long-term strategy despite election uncertainties.
Through business succession planning and wealth management, Nixon Peabody Trust Company helped a family ensure financial prosperity and growth for years to come.
We deliver in-depth insights and analysis on the complex issues impacting your financial future. Our thought leadership addresses the challenges and opportunities within wealth management, offering you the guidance needed to make informed decisions.
- — VideoCSCO 'Wait and See Story' for A.I.November 16, 2024
Chief Investment Officer Dainel Kern joined Schwab Network’s “Morning Trade Live” to discuss the earnings outlook for Cisco Systems.
- — ArticleA second Trump administration: Implications for investmentsNovember 07, 2024
Markets are responding to policy expectations after the US presidential election. Investors should stay focused on a long-term strategy despite election uncertainties.
- — Client StoryPlanning for prosperity—One family’s wealth preservation journeyOctober 22, 2024
Through business succession planning and wealth management, Nixon Peabody Trust Company helped a family ensure financial prosperity and growth for years to come.
- — PodcastNixon Peabody Trust Company on Global MarketsOctober 18, 2024
Chief Investment Officer Daniel Kern joined Bloomberg Intelligence’s Votes and Verdicts podcast to provide neutral and market-focused comments on a variety of topics discussing how the 2024 US presidential and congressional elections impact the markets.
- — ArticleWealth Management Insights for Q3 2024October 17, 2024
We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.
- — VideoAnalyzing JPM, WFC's Big Start to Bank EarningsOctober 11, 2024
Dan Kern speaks to Schwab Network’s “Morning Trade Live” breaking down the JPMorgan Chase earnings report.
- — VideoQ3 Market updateOctober 09, 2024
Rate cuts. Jobs reports. Q3 earnings and a close presidential race.
- — Video4 Ways to define success in investment performanceOctober 02, 2024
Learn how to use goals, time horizons and more to measure the success of your investments.
- — Client StoryBuilding a business, leaving a legacyOctober 02, 2024
Nixon Peabody Trust Company’s guidance helped a Massachusetts business owner bequeath money to his heirs while living out his retirement dreams.
- — ArticlePost-Covid investing: Thriving in the new normalAugust 19, 2024
In the wake of the Covid-19 pandemic, the global investment landscape has been irrevocably altered.
- — Media Quote10 big mistakes these financial experts recommend avoidingJuly 18, 2024
Learning what not to do can put you on a better path to success.
- — ArticleLessons learned from three decades of investingJune 20, 2024
What separates the best investors from the rest?
- — ArticleBeyond yield: 5 smart tips for dividend stock investing in 2024April 12, 2024
Learn the secrets to sustainable dividend income and avoid portfolio pitfalls.
- — VideoCSCO 'Wait and See Story' for A.I.November 16, 2024
Chief Investment Officer Dainel Kern joined Schwab Network’s “Morning Trade Live” to discuss the earnings outlook for Cisco Systems.
- — ArticleA second Trump administration: Implications for investmentsNovember 07, 2024
Markets are responding to policy expectations after the US presidential election. Investors should stay focused on a long-term strategy despite election uncertainties.
- — PodcastNixon Peabody Trust Company on Global MarketsOctober 18, 2024
Chief Investment Officer Daniel Kern joined Bloomberg Intelligence’s Votes and Verdicts podcast to provide neutral and market-focused comments on a variety of topics discussing how the 2024 US presidential and congressional elections impact the markets.
- — ArticleWealth Management Insights for Q3 2024October 17, 2024
We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.
- — VideoAnalyzing JPM, WFC's Big Start to Bank EarningsOctober 11, 2024
Dan Kern speaks to Schwab Network’s “Morning Trade Live” breaking down the JPMorgan Chase earnings report.
- — VideoQ3 Market updateOctober 09, 2024
Rate cuts. Jobs reports. Q3 earnings and a close presidential race.
- — Video4 Ways to define success in investment performanceOctober 02, 2024
Learn how to use goals, time horizons and more to measure the success of your investments.
- — ArticlePost-Covid investing: Thriving in the new normalAugust 19, 2024
In the wake of the Covid-19 pandemic, the global investment landscape has been irrevocably altered.
- — ArticleLessons learned from three decades of investingJune 20, 2024
What separates the best investors from the rest?
- — ArticleBeyond yield: 5 smart tips for dividend stock investing in 2024April 12, 2024
Learn the secrets to sustainable dividend income and avoid portfolio pitfalls.
- — Client StoryPlanning for prosperity—One family’s wealth preservation journeyOctober 22, 2024
Through business succession planning and wealth management, Nixon Peabody Trust Company helped a family ensure financial prosperity and growth for years to come.
- — Client StoryBuilding a business, leaving a legacyOctober 02, 2024
Nixon Peabody Trust Company’s guidance helped a Massachusetts business owner bequeath money to his heirs while living out his retirement dreams.
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Stay ahead in wealth management. Subscribe to our newsletter for the latest insights and updates