Archive for April 2026
How Can the Markets Be at All-Time Highs?
INVESTMENT COMMITTEE COMMENTARY April 2026 The U.S. stock market had strong positive performance in April. After a difficult March marked by the Iran war and deep-seated geopolitical anxiety, a wave of record-breaking highs came quickly as the S&P 500 crossed the 7,000 mark for the first time in its history. U.S. stocks enjoyed their strongest…
Read MoreAn Introduction to Trusts
Trusts are foundational tools in the estate planning process. They may be used to manage assets during life, control distributions after death, address taxes, reduce or eliminate probate, and provide asset control over multiple generations. In this article, we will discuss three of the main types of trusts; revocable, irrevocable, and Generation-Skipping Transfer (GST) trusts.…
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