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Archive for October 2023

A Look at Market Valuations

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY October 2023 Stocks declined for the third straight month in October.¬†Investor sentiment has declined in the last three months as recent inflation data demonstrated the challenges the Federal Reserve (Fed) faces in trying to bring down rising prices. The Consumer Price Index (CPI) and the Personal Consumption Expenditures (PCE) index remain well…

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Making Gifts to Your Children and Grandchildren

Advisor Perspective

Several articles ago, we discussed taking advantage of the annual gift exclusion and possible reasons for making gifts to your children and/or grandchildren during your lifetime (Taking Advantage of the Annual Gifting Exclusion). We also briefly mentioned the accounts one might utilize to fulfill those gifts. As with most things in life and personal finance,…

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