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

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.

Investment Perspectives

Insights on Market Impact of Presidential Elections

With the U.S. set to choose its next President in less than two weeks, we want to share our views on portfolio positioning as we look ahead to the election.

Investment Perspectives

Third Quarter 2024 Investment Commentary

Volatility unfolded in the third quarter as investors parsed through economic data attempting to gauge whether the economy will slow and how much the Federal Reserve would need to lower interest rates to prevent a recession. Toward the end of September, the Fed opted for a shift in policy and reduced the Fed Funds rate by a half percentage point.