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

Global Trade and Other Impacts on the U.S. Dollar

With the continuing outlook for the U.S. economy generally optimistic, focus has turned to changes coming from the next administration, such as potential reductions in taxes and regulations. Concerns have begun to surface about rising national debt and deficit spending, while the U.S. dollar also faces risks from "de-dollarization" due to geopolitical tensions. In this post we cover an outlook for the U.S. dollar and its position among world currencies.

4 days ago

Investment Perspectives

Client Symposium Replay: Investment Panel Discussion

The investment panel discussion video and accompanying materials from our Fall Client Symposium event are now available for viewing. The panelists covered questions about U.S. fiscal and monetary policy, inflation, the election, and an analysis of the global equity markets and fixed income opportunities.

Wealth Planning

Timely Tax Planning Techniques for 2024

With less than a month left in the 2024 tax year, we wanted to highlight timeless tax planning techniques that can help reduce taxes and potentially improve after-tax investment returns. In this post we share some of the strategies that our advisory team considers as we help clients optimize the tax-efficiency of their overall planning in addition to our portfolio management on their behalf throughout the tax year.