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The US equity market posted positive returns for the quarter and outperformed both non-US developed and emerging markets.
Interest rates generally increased in the US Treasury market for the quarter.
US real estate investment trusts outperformed non-US REITs during the quarter.
With tax season upon us, many individuals and small business owners will soon be filing their taxes for the 2023 income year. Some will find, perhaps unexpectedly, that they are required to make 2024 quarterly tax payments due to not having enough withheld the prior year via an automatic withholding mechanism (paycheck withholding) or from their other sources of income including 1099 income, business income, retirement account withdrawals, etc.
Presidential elections have a way of creating angst and anxiety. This happens every four years and we always have many conversations with clients of all political persuasions about what, if anything, they should change in their portfolios due to the upcoming election.
Thanks to the Corporate Transparency Act of 2021, business owners need to file Beneficial Ownership Information (BOI) Reports starting January 1, 2024.
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Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice. Please refer to our Disclosures for more information.