Archive for May 2023
Company Size Disparity – Valuations Still Matter
INVESTMENT COMMITTEE COMMENTARY May 2023 In May, investors continued to evaluate inflation data and the probabilities for the Federal Reserve’s (Fed’s) next interest rate policy moves. The Fed raised the federal funds target rate by 25 basis points in May, which was expected. It remains uncertain whether the Fed will raise interest rates again in June. Some…
Read MoreEstate Planning: Organizing Your Estate Through Account Titling and Beneficiary Designations
Very often, clients will complete their estate planning documents with an attorney and find themselves asking, “What now?” They will have an impressively large stack of legal documents but no clear understanding of how these should be applied to their financial assets. This article aims to address the next step in the estate plan: the…
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