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Archive for August 2023

Cash, Certificates of Deposit (CDs) and Fixed Income Investments

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY August 2023 Stocks fell in August based on the two common market themes of this year: concerns regarding inflation and uncertainty on Fed policy and the trajectory of interest rate hikes. The headline Consumer Price Index (CPI) has now dropped to 3.3%, significantly lower than the inflation peak of 8.9% in June 2022. …

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How Can You Ensure the Success of Your Successors?

Advisor Perspective

As a fan of HBO’s recent hit show “Succession,” I’ve noticed the topic of succession planning travel from my professional world to my personal life. And as a member of the Millennial generation[i] with Baby Boomer[ii] parents and clients, the show has brought up some questions for me as to what “the great wealth transfer”…

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