Market Review – August 2023
Market Review Summer Doldrums Markets took a step back in August as sentiment shifted surrounding Fed policy August 2023 Key Observations Fitch downgraded the United States’ credit rating to AA+ from AAA at the start of the month. Market volatility continued through the month and most major asset classes experienced negative returns. Higher interest rates […]
Investing in Private Debt
For some investors, traditional asset categories of stocks, bonds, and cash equivalents aren’t enough to ensure a well-diversified portfolio. These individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most common alternative assets […]
Pros and Cons of Private Equity Investing
For some investors, the traditional asset categories of stocks, bonds, and cash equivalents aren’t enough to ensure a well-diversified portfolio. When this occurs, individuals may want to consider turning to alternative assets in the private market space. These are investments that don’t fall into one of the three traditional asset categories. Some of the most […]
Exit Strategy For Small Business Owners
The beginning of a small business is exciting. It’s easy to get caught up in the thrill of improving, growing, and expanding your company into the future. However, along the way, little to no thought may be given to what happens after selling your business. In the following guide, you’ll be taken through exit planning […]
Market Review – July 2023
Markets Heat Up in July Favorable economic data fuels risk assets as markets post solid gains during July 2023. Key Observations Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of year-over-year earnings declines. The Federal Reserve raised rates in July, now targeting 5.25-5.5% […]
Family Business Exit Planning: A Step-By-Step Walkthrough
Family businesses are a source of pride and a testament to hard work. Yet, even the most successful businesses are destined to face a transition. The question is, how do you ensure a smooth transition that both honors the legacy you’ve built and secures your family’s future? This guide is here to help. Below, you […]
2023 Mid-Year Capital Markets Update
Recessionary Resilience – Defying Expectations Key Observations In our 2023 Outlook, Goodbye TINA, we outlined three broad themes that were likely to influence markets in 2023 – continued volatility, moderating inflation and a bear market bottom. The first half of 2023 has largely validated those views and we do not anticipate material changes ahead of year […]
Bunching Charitable Donations: A Tax-Efficient Way to Give
In the realm of savvy financial tactics, “bunching” charitable donations stands out as a particularly smart move. This strategy offers an opportunity to donate multiple years’ worth of charitable gifts in a single year, amplify your impact on the causes you care about, and save big substantially on your next tax bill. Below, you’ll learn […]
Estate Planning Gifting Strategies
Estate planning is an essential process in safeguarding your financial legacy. Gifting strategies are a crucial component of estate planning, as they offer many benefits for you, and your beneficiaries. In this post, you’ll explore the various estate planning gifting strategies that can help maximize the impact you’re able to have on the people and […]
Donor-Advised Funds Pros and Cons
Donor-advised funds (DAFs) have grown in popularity among individuals and families who want to improve their communities and support the causes that are important to them. However, just like other estate planning and giving strategies, DAFs have pros and cons that need to be considered. This comprehensive guide will assist you in understanding what DAFs are, […]