January 2024 Newsletter

2023 Market Recap & 2024 Outlook

Last year was a surprisingly strong year for the stock market driven by moderating inflation and an AI (artificial intelligence) boom. However, 2023 was really a tale of two markets

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Tax Planning Changes on the Horizon

Many of you may be aware of the potential changes coming in 2025 to estate-tax rates. Most people are unaware, however, of some of the other tax-cuts that sunset at the end of 2025.

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Estate Planning – 2024 Kick-Off

This year it is our intent to focus on estate planning – in meetings, newsletters, webinars, events, and more. Our hope is to keep the information relevant and as simple as possible. We will start by providing a short document with key estate planning terms and definitions.

This month you will also receive an invitation to a webinar with author Cameron Huddleston and advisor Jill Carr. The webinar will cover the following topics and more:

  • The importance of parents talking about their finances, health, and what’s most important to them with their adult children
  • How adult children can overcome fears of talking to parents about these topics
  • Ways to start the conversation and what to do when other family members are reluctant to talk

Be on the lookout for the invitation. You will have the opportunity to provide us with themes that you would like Cameron and Jill to cover in the webinar. We look forward to your input.

We hope that you had a wonderful holiday season and best wishes for a healthy and Happy New Year!


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