The new year looks filled with promise. In this issue, read the latest in Current Outlook and Portfolio Strategy on U.S. exceptionalism and 2025 trends. Why may more fixed income be in your portfolio’s future. Learn why couples without children have some creative estate planning options, and how to gain confidence in your wealth management strategy if you find yourself suddenly single.
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It is fourth quarter and with that comes year-end financial strategies that will help you finish out the year on a strong footing. So, catch up on our current economic outlook as you consider your investment portfolio for 2025. Also, business owners will appreciate the article on wealth transfer which helps set up successful generational wealth and finally, the revocable living trust holds extraordinary benefits for your estate and your heirs.
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In this issue, see why it is important to stay in the know on the sunsetting of the 2025 Tax Exemption and how it may affect you. Learn how you can better enjoy that dream vacation by having your important documents up to date, and find out why trust companies are different when it comes to the safety of your money. Finally, stay current on the latest portfolio strategy.
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The current issue of Foresight provides a comprehensive overview of market dynamics, wealth management strategies, and insights into navigating significant life transitions. In the financial markets, the first quarter saw significant achievements, particularly in the stock market, fueled by large-cap tech companies and AI-related sectors. The Federal Reserve’s reaffirmation of its monetary policy trajectory further bolstered bullish sentiment. The newsletter also delves into the evolving landscape of wealth transfer, emphasizing the increasing wealth ownership by women and the importance of tailored wealth management approaches. Additionally, it addresses the complexities of estate planning and family governance in the context of remarriage, as well as the significance of planning for aging in place and unexpected events.
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The first issue of Foresight for 2024 takes a quick look back at the surprisingly strong broad-based performance of capital markets in 2023, while being cautiously optimistic about the future. The future also includes a presidential election in November. Will this affect the markets? Find out why there is a silver lining to higher interest rates, especially for your favorite charities. Finally, learn what key characteristics, resources and skill sets make for the ideal financial manager for you and your family.
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