Year-End Planning Guide Thank You

Comerica Wealth Management

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Plan ahead with confidence

The Comerica Wealth Management Year-End Planning Guide is your go-to resource for navigating the complexities of year-end financial planning. This expertly curated guide delivers timely insights and practical strategies to help you make informed decisions.

Topics covered include:
Economic and political outlooks • Investment strategies and market trends • Financial planning in the age of AI • Tax planning for individuals and fiduciaries • Retirement and estate planning • Small business strategies and tax provisions • Real estate and investment banking outlooks • Retail and commercial banking insights • Donor-advised funds and charitable giving

Hear directly from our experts

Watch exclusive videos featuring Comerica’s leading voices as they share what’s driving their strategies this year and how you can apply these insights to your own financial planning.

Lisa Featherngill, CFP ®, SVP
National Director of Strategic Wealth and Business Advisory, Comerica Wealth Management

Eric Teal
Chief Investment Officer, Comerica Wealth Management

Bob Buchanan, ASA, CFP ®, SVP
National Practice Leader, Business Advisory, Comerica Wealth Management

Meet our contributors

Bill Adams

Theresa Bazan

Andrea Bruce, CFP®

Bob Buchanan, ASA, CFP®

Ricardo Carnevali

Dan Donohoe

Lisa Featherngill, CFP®

Comerica Wealth Management consists of various divisions and affiliates of Comerica Bank and subsidiaries of Comerica Bank including Comerica Insurance Services, Inc. and its affiliated insurance agencies. Comerica Bank is an Equal Opportunity Lender. Securities and other non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, Comerica Bank or any of its affiliates, and are subject to investment risks, including possible loss of the principal invested. Comerica and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.

This is not a complete analysis of every material fact regarding any company, industry or security. The information and materials herein have been obtained from sources we consider to be reliable, but Comerica Wealth Management does not warrant, or guarantee, its completeness or accuracy. Materials prepared by Comerica Wealth Management personnel are based on public information. Facts and views presented in this material have not been reviewed by, and may not reflect information known to, professionals in other business areas of Comerica Wealth Management, including investment banking personnel.

The views expressed are those of the author at the time of writing and are subject to change without notice. We do not assume any liability for losses that may result from the reliance by any person upon any such information or opinions. This material has been distributed for general educational/informational purposes only and should not be considered as investment advice or a recommendation for any particular security, strategy or investment product, or as personalized investment advice.

*Securities products and services are offered through Comerica Securities, Inc., which is a broker/dealer, member FINRA/SIPC and subsidiary of Comerica Bank. Securities products are not insured by the FDIC or any government agency; are not deposits or other obligations of or guaranteed by Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of the principal invested.
Comerica Securities, Inc. and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.