Economic & Market Update Weekly Investment Perspectives September 18, 2023 - Despite increased market volatility, the trend in U.S. equity markets remains positive due to continued strength in the economy, a moderating inflation rate and a Fed close to ending its tight monetary policy.
Economic & Market Update September 2023 Economic & Market Outlook Ben Pace Christian Thwaites James Lebenthal | September 8, 2023
Business Owner Advisory Small Business Owners: An Agile Approach to Successful Cash Management Shannon Jenkins Rashelle Salimi | August 23, 2023
Estate Planning Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary Wishes August 7, 2023 - While legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity and understanding among your loved ones, and bridging the gap between legalities and personal sentiments.
Economic & Market Update Part VII: What Will the Fed Do Next? August 3, 2023 - The Federal Reserve has raised their policy rate to 5.50%, with more hikes possible in the future. Despite a softer CPI report and low unemployment rates, the Fed faces challenges in achieving its 2% inflation target. The Fed's future moves will depend on forthcoming economic data.
Economic & Market Update August 2023 Economic & Market Outlook August 2, 2023 - The U.S. economy is showing surprising strength despite aggressive central bank monetary tightening, pushing recession forecasts further out. Despite slowdowns in some sectors, consumer strength continues to drive positive GDP growth. Challenges persist in Europe and China, while the U.S., Japan, and emerging economies are maintaining economic growth. In terms of fixed-income securities, we remain cautious in this environment.
Economic & Market Update Does the U.S. Equity Market Suffer From “Bad Breadth”? July 11, 2023 — One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the S&P 500 Index has been dominated by a small number of mega-cap technology stocks…
Estate Planning The Sunset is Not Worth Waiting For July 7, 2023 — Estate Tax Planning Strategies in 2023: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, Annual Gifting, Grantor Retained Annuity Trusts (GRATs), Sale to an Intentionally Defective Grantor Trusts (IDGTs), Charitable Remainder Trusts (CRTs), and Qualified Personal Residence Trusts (QPRTs).
Economic & Market Update Second Quarter 2023 Review and Forecast July 7, 2023 — Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.
Economic & Market Update Part VI: What Will the Fed Do Next? June 29, 2023 — Despite a pause in the tightening cycle, the Fed anticipates economic growth and inflation to rise while unemployment declines, with investors closely monitoring inflation, housing costs, and goods inflation for potential impact on future monetary policy decisions…
Charitable Giving A Guide to Charitable Gifting Options June 22, 2023 — Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to tailor your strategy for maximum impact. Begin your journey towards meaningful philanthropy and manage your wealth effectively with us.
