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Archive for July 2022

The Recession Debate and Some Rays of Hope

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY July 2022 A welcome relief rally brought positive performance to most equity and fixed income asset classes in July. The S&P 500 and foreign developed equities gained 9.2% and 5.0%, respectively. Emerging market (EM) equities declined 0.8% with lingering issues in China, a rising U.S. dollar and falling capital inflows to EM…

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Taking Advantage of the Annual Gifting Exclusion

Advisor Perspective

When it comes to estate planning, the focus tends to fall into two areas: ensuring that assets flow to the correct beneficiaries at death and minimizing estate taxes through gifting strategies. While the former applies to everyone, the latter may not be an issue for most. This does not mean, however, that there are no…

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