Market Memo | July 2024
Amid global focus on the Paris Olympic Games, July saw the S&P 500's positive returns for the third consecutive month, despite economic challenges and market volatility.
Is China’s Economic Miracle Over?
Remember when China was the growth engine of the world? For decades the question wasn’t if, but when the Chinese economy would surpass the US. But, is China's economic miracle over?
Innovative Approaches to Modern Estate Planning
Secure your family's future with tailored estate planning. Trusts, wills, and durable powers of attorney are essential for protecting your loved ones and addressing unique challenges.
Estate Planning: Not Only for the Rich and Famous
Many individuals believe that estate planning is only for the very wealthy and required to save on estate taxes. However, an estate plan can be so much more.
Rollover Rules
Thinking of rolling over your 401(k) or IRA? Discover the crucial IRS rules and deadlines you need to know to avoid hefty taxes and penalties.
Understanding the Shift to T+1 Settlement in U.S. Stock Markets: What It Means for Investors
Learn how the SEC's move to a T+1 settlement cycle impacts your investments, enhances market efficiency, reduces risk, and improves liquidity. Stay informed on the benefits and implications for your portfolio management and cash flow.
Trust Terminology
Explore the essential vocabulary of trusts, including the roles of trustees and beneficiaries, and the differences between revocable and irrevocable trusts.
Nothing to Fear… But Each Other?
The Magnificent Seven has been discussed extensively in investing circles. But what are the risks, particularly for the companies that have been leading the market to all-time highs?
Debunked: The US Presidential Election Significantly Impacts Stock Market Outcomes
While elections can certainly be an emotional time, they are not the time to make drastic investment decisions based solely on election outcomes.
Retirement Investing is Not “One Size Fits All”
Maximize your retirement wealth by understanding the complexities beyond market timing. Learn how our personalized approach to retirement investing considers your unique goals, going beyond the 'one size fits all' strategy.