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Q4 2023 Market Wrap: The US Avoided a Recession in 2023 Thumbnail

Q4 2023 Market Wrap: The US Avoided a Recession in 2023

With so much uncertainty surrounding the Fed’s monetary policy and the contagious effects their aggressive rate hiking cycle would inflict on the economy, we entered 2023 with great pessimism and uncertainty. Most economists and financial strategists predicted and braced for what they believed was an almost certain recession in the year’s second half.

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Top Mistakes Wealthy Families Make in Estate Planning Thumbnail

Top Mistakes Wealthy Families Make in Estate Planning

Preserving and transferring wealth across generations is a significant concern for affluent families. The desire to pass down as much of one's hard-earned assets as possible while minimizing tax burdens is a universal goal. Achieving this goal, however, requires strategic guidance, expert knowledge, and a comprehensive overview of all assets and goals.

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Market Wrap:  Anyone For a Game of Tug-of-War? Thumbnail

Market Wrap: Anyone For a Game of Tug-of-War?

For the past several quarters, the market has seemingly ignored communications from the Fed, particularly the point that interest rates will continue to rise and remain elevated for as long as it takes to restore inflation to their 2% target. This trend persisted up until August in the aftermath of Chairman Powell's Jackson Hole speech and the subsequent September Federal Open Market Committee (FOMC) meeting.

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QPRT Trusts and Gift Tax Efficiency: Transferring Real Estate with Reduced Tax Implications Thumbnail

QPRT Trusts and Gift Tax Efficiency: Transferring Real Estate with Reduced Tax Implications

Transferring real estate to future generations can be a complex process, often accompanied by significant tax implications. However, with careful planning and the right strategy, you can minimize the estate tax burden and efficiently pass on your real estate assets to your loved ones. One effective tool for achieving this goal is the Qualified Personal Residence Trust (QPRT).

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