Q3 2022 Quarterly Financial Update

The third quarter of 2022 was another rocky one, combining an optimistic summer rally with a large selloff at the end.¹

Driving the quarter’s performance were historically high inflation, aggressive Federal Reserve tightening, and concerns about the global economy.

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Massive changes introduced by recent laws have made many estate strategies outdated.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your estate plans in light of these new rules, you’re at risk of… Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much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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