“We’ll show the world we are prosperous, even if we have to go broke to do it.” -Will Rogers, American actor and political humorist (1879-1935) ECONOMIC IMPACTS OF COVID-19 The…
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Planning in Uncertain Times
…to having a basic estate plan in place, it is important to regularly check your beneficiaries on any beneficiary designated assets. For instance, retirement accounts (401ks, IRAs, Roth IRAs, etc.),…
2022 Fourth Quarter Review & Commentary
…“extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. Several events, including those listed below, defined the year, interrupting long-held expectations and disrupting deep-rooted…
Fourth Quarter Review and Commentary
…(price-earnings) ratios have a low coefficient of determination (R² or goodness of fit) at just 10%. Over the short term, valuation is less meaningful, but over a 5-year time frame…
3 Estate Planning & Tax Considerations During COVID-19
…CFA, CPWA, CMT Senior Vice President & Private Wealth Advisor, Trust Co-authored By Read Sawczyn , J.D. Senior Vice President & Private Wealth Advisor, Trust Articles In This Issue: 2020…
2021 Fourth Quarter Review & Commentary
…the index displayed an energy-heavy composition. In 1990, the top components (AT&T, Exxon, GE, IBM, and Phillip Morris) were companies deemed to be invincible. It is important to remember that…
Highlights of New Florida Trust Acts from 2021
…Erin Bunnell, J.D., LL.M. Vice President & Private Wealth Advisor, Trust Articles In This Issue: 2021 Fourth Quarter Review and Commentary Download Q4 Newsletter Here This material is provided for…
2020 Fourth Quarter Review & Commentary
…of war, the U.S. Congress’s response to the COVID-19 pandemic is without historical precedent. Figure 2, below, shows how America’s current response to this crisis has dwarfed the nation’s response…
FinTech Risks and Realities
…financial institutions and big tech companies. FinTech examples include the privately owned trading app Robinhood, digital payments system PayPal (PYPL), and the Apple (AAPL) credit card launched in partnership with…
2023 Third Quarter Review & Commentary
…those who make short-term market prognostications. With a current net worth of $115.7 billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as…
New Federal Beneficial Ownership Reporting Requirements in 2024
…requiring certain legal entities such as LLCs, LPs and corporations (a “Reporting Company”) to provide beneficial ownership information (“BOI”) for the Reporting Company’s individual owners and applicants. Companies report the…
2024 Resolutions and COLA Updates
…person, up from $17,000 in 2023. The annual IRA contribution limit is $7,000 ($8,000 for those age 50 and older); up from $6,500 ($7,500 for those age 50 and older)….