This issue of FORESIGHT begins by covering last quarter’s stock market performance and what’s ahead in energy and technology sectors. Bonds are in the news given the “higher for longer” discussions taking place around investment portfolios. Cash flow is a topic that every households needs to address and how to meet your lifestyle needs. Finally, read the latest on the increasing menace of cyber scams and how to protect yourself.
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In this issue learn the latest decisions by the FED and how it is affecting inflation and investments. See how Floridians can reduce stress during hurricane season by being organized with a grab & go binder. As more states vote higher tax into law, learn even more reasons why domiciling in Florida is a good decision. Finally, business owners take note of The Corporate Transparency Act going into effect nationwide January 1, 2024.
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The Spring issue of Foresight is full of information to boost your financial wellness. So many couples don’t realize that Social Security has an array of very particular spousal benefits, so read the article by Tiffany Windish so you don’t miss out. Jason Chiklakis talks about various life insurance to combine with a financial plan, and James McArthur talks to business owners about what to consider once the business is sold. Our CIO, Andrew Vanderhorst covers the markets and investors’ portfolio strategy.
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This issue covers a look at last year’s economic activity and what investors can expect in 2023. This aligns with a message from our Founder and Chairman, Al Hanser, discussing how history repeats itself in the world of investing. Also learn how to protect your finances during the next hurricane and be aware of the 2023 tax changes.
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In addition to our most trending investment and economic information, readers will notice that this issue is filled with information that is family-related… covering content on preparing to sell a family business, lending between family members, and the consideration of passing an inheritance on to heirs early. After all, this is what The Trust Company is for – to help families make sound financial decisions that make an impact now and in the future.
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