Insight Newsletter—Fall 2023

November 9, 2023

Our Insight Newsletter is now available. Included in this edition:

Investment Commentary
Reaction to the Conflict in Israel and the Middle East
Cybersecurity Awareness Month – Protecting Against Imposter Scams
It’s Beginning To Look A Lot Like Yearend Tax Planning Season
Wealth Management Company and Team Updates

View the Newsletter.

Charitable Gifting Strategies for Giving Tuesday

Helpful Insights

Investment Perspectives

Post-Election Market Update

The equity markets experienced a comeback following the election, after being down in October, as investors seemingly appreciated the clarity brought by a quick and clear decision. In this post we review the U.S. stock market and share thoughts on how an assessment of potential policy changes is incorporated into our analysis.

Wealth Planning

The Season of Philanthropy Starts on Giving Tuesday

As Thanksgiving nears, so then does Giving Tuesday – a day focused on charitable giving and a fitting time to consider your philanthropic goals and review your giving plan. In this post we cover different ways you can optimize your charitable giving to support organizations that are important to you.

News & Updates

Cybersecurity Reminder

In recent months, we have heard about and witnessed a disturbing spike in cybercrime attempts. Because of this unfortunate increase, we are taking this opportunity to remind you to remain vigilant and cautious when receiving phone calls, text messages, and emails that appear to ask for a response.