Archive for September 2024
After the Fed Rate Cut: Soft vs. Hard Landing
INVESTMENT COMMITTEE COMMENTARY September 2024 Both stocks and bonds generally had strong performance in September, in part driven by monetary and other stimulus in the U.S. and China. Going forward the balance of risks has shifted from inflation to whether the economy can achieve a soft landing as the world navigates increased geopolitical uncertainty. The stock…
Read MoreMulti-Generational Tax Planning with Retirement Accounts
The Opportunity: While retirement accounts offer appealing tax breaks up front, they often generate outsized tax burdens over the course of a career, retirement, and beyond. Consider a multi-generational time horizon in your distribution plan to create optimal tax savings for the greater family unit. Background: Owners of retirement accounts (IRA, SEP IRA, 401(k), 403(b),…
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