Q2 2022 Quarterly Financial Update

The second quarter of 2022 was extremely rough for markets, giving investors a grueling bear market ride over the last few months. Driving the losses were stubbornly high inflation, rising interest rates, and recession concerns.  However, there might be some hope ahead.

Let’s take a look at how markets performed and what we might look forward to in the months to come.

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New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away

New Regulations Open 6 Estate Plan “Wormholes” & Why You Should Revisit Your Plan Right Away

Massive changes introduced by recent laws have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) Not taking full...

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