Archive for February 2025
Market Rotation?
INVESTMENT COMMITTEE COMMENTARY February 2025 After posting strong returns in January, U.S. stock indexes fell back in February. Investors worried about lower economic growth potentially coming from tariffs, inflation, and rising geopolitical tensions. However, foreign developed and emerging market equities and U.S. real estate investment trusts (REITs) had positive returns for the month. Uncertain U.S.…
Read MoreNaming a Trust as Your IRA Beneficiary
As assets and family continually grow, so too does the need for more robust estate planning. This may eventually lead to the creation of a revocable trust and a question: should I name this trust as a beneficiary to my IRA? Before diving into the details, we will go through a quick overview of current…
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