April 2024 Newsletter

Q1 Market Insights

The markets had a strong start to the year, with the S&P 500, Nasdaq, and Dow Jones each hitting all-time highs in the first quarter. In fact, the S&P 500 has reached 17 new record highs so far this year. The economy has remained resilient with low unemployment, strong consumer spending, and healthy household and corporate balance sheets.

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To Trustee or Not to Trustee

This article is intended to provide information about this particularly important role and some alternatives if it turns out not to be for you. Simply said, being a Trustee comes with a lot of responsibility. f you missed signing up for this highly

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Business Owner Tax Tips

These tips are worth a look before you file.

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IWD Celebration

On March 8th, we had the opportunity to celebrate International Women’s Day with several women clients, friends, and community members. This annual event is celebrated by women all around the world.  The link below will take you to an article that outlines our event.  Additionally it includes pictures as well as the presentation.

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Should I Update My Estate Plan?

As those of you who have gone through the estate planning process know, there are a lot of details. Roles to fill. Decisions to be made. Documents to gather or update at your bank, mortgage company, etc. Despite the relatively high level of effort, the outcome allows us to feel a sense of relief in that the people, organizations, and even pets that we care about will be taken care of in the event of our disability or death.

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