Archive for November 2024
Post-U.S. Elections Takeaways and Implications
INVESTMENT COMMITTEE COMMENTARY November 2024 The S&P 500 had its best month of the year, rising 5.9%. The gains reflected investor optimism that a second Trump administration will favor businesses, but with the hope that the President-elect will take a more moderate stance on trade tariffs. All eleven market sectors ended November higher, led by…
Read MoreState Inheritance and Estate Taxes – Beware of Little Brother
Since the passing of the Tax Cuts and Jobs Act in 2017, the federal estate tax exemption was doubled and continues to adjust to inflation. The amount has grown to $13.61 million per individual. This amount is scheduled to be roughly cut in half upon the sunset of the rules in 2026. Yet the possibility of…
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