Archive for June 2023
Mid-Year Commentary
INVESTMENT COMMITTEE COMMENTARY June 2023 June was a strong month for stocks. The Federal Reserve (Fed) did not raise interest rates in June. Instead, the Fed opted to step back and assess additional information. Inflationary pressures showed signs of cooling with the twelve-month Personal Consumption Expenditures Index (PCE) coming in at 3.8%. The Consumer Price Index (CPI) had…
Read MoreThe Estate Tax Exemption Explained and What the Future Holds
After a lifetime of hard work and diligently paying your taxes throughout your working and retirement years, you may be surprised that when you plan for your legacy, a portion of your estate may be subject to the estate tax. But what is the estate tax? How does it apply? And how might it change going…
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