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A trust and will may identify who inherits your assets, but cannot explain where the spare keys are stored, what the safe combination is, or which email account receives password reset requests.
Clients who have experienced the loss of a loved one consistently tell us that practical access issues often create more frustration than legal issues.
While every family must balance privacy, security, and accessibility differently, early conversations about these issues can prevent avoidable frustration during an already difficult time.
The US equity market posted positive returns for the quarter and outperformed both non-US developed and emerging markets.
US real estate investment trusts underperformed non-US REITs during the quarter.
Within the US Treasury market, interest rates increased during the quarter.
Giving directly from an IRA to a qualified charity may be more tax efficient than donating after receiving the funds personally.
A QCD can help charitably inclined retirees satisfy RMD requirements while reducing taxable income.
Thoughtful planning can align charitable goals, retirement income, tax strategy, and even Medicare premium considerations.
Trump Accounts (aka 530A Accounts) can be a valuable tool for families looking to save for the next generation, particularly for children eligible for the government's $1,000 seed contribution.
Additional family contributions may make sense in some situations, but the decision should be evaluated alongside other options like 529 education plans and UTMAs, which may offer different benefits.
For many families, the most compelling strategy may be to open the account, capture any available government or employer contributions, and then determine how it fits into a broader savings plan.
The US equity market posted positive returns for the quarter and outperformed non-US developed markets, but underperformed emerging markets.
US real estate investment trusts outperformed non-US REITs during the quarter.
Interest rate changes were mixed across global developed markets for the quarter. In the US and Japan, interest rates increased. However, interest rates decreased in the UK, Germany, Canada, and Australia.
Markets have been resilient despite a difficult backdrop. Growth has improved from late last year, but sticky inflation and weak consumer sentiment have kept uncertainty elevated.
Earnings have been the key support for stocks. Corporate results have generally come in better than expected, especially in areas tied to AI, technology infrastructure, energy, and business investment.
Bonds are offering more income, but not without volatility. Higher yields have improved the income opportunity, while inflation data, rate expectations, and government borrowing concerns continue to create price sensitivity.
The return of large IPOs requires discipline. SpaceX has brought renewed attention to public listings, but recent IPO history shows why investors should separate excitement around a company from the price being offered.
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NEWSLETTERS
A trust and will may identify who inherits your assets, but cannot explain where the spare keys are stored, what the safe combination is, or which email account receives password reset requests.
Clients who have experienced the loss of a loved one consistently tell us that practical access issues often create more frustration than legal issues.
While every family must balance privacy, security, and accessibility differently, early conversations about these issues can prevent avoidable frustration during an already difficult time.
The US equity market posted positive returns for the quarter and outperformed both non-US developed and emerging markets.
US real estate investment trusts underperformed non-US REITs during the quarter.
Within the US Treasury market, interest rates increased during the quarter.
The US equity market posted positive returns for the quarter and outperformed non-US developed markets, but underperformed emerging markets.
US real estate investment trusts outperformed non-US REITs during the quarter.
Interest rate changes were mixed across global developed markets for the quarter. In the US and Japan, interest rates increased. However, interest rates decreased in the UK, Germany, Canada, and Australia.
Markets have been resilient despite a difficult backdrop. Growth has improved from late last year, but sticky inflation and weak consumer sentiment have kept uncertainty elevated.
Earnings have been the key support for stocks. Corporate results have generally come in better than expected, especially in areas tied to AI, technology infrastructure, energy, and business investment.
Bonds are offering more income, but not without volatility. Higher yields have improved the income opportunity, while inflation data, rate expectations, and government borrowing concerns continue to create price sensitivity.
The return of large IPOs requires discipline. SpaceX has brought renewed attention to public listings, but recent IPO history shows why investors should separate excitement around a company from the price being offered.
The US equity market posted negative returns for the quarter and underperformed both non-US developed and emerging markets.
Developed markets outside of the US posted negative returns for the quarter and outperformed US markets, but underperformed emerging markets.
US real estate investment trusts outperformed non-US REITs during the quarter.
Disclaimer
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.