July 2024 Investment Perspectives

Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.

July 2023 Investment Perspectives

Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.

April 2023 Investment Perspectives

Investment Perspectives

We discuss the bank failures of early 2023 and how they compare to 2008, as well as key aspects of Secure Act 2.0 and real estate trends.

January 2023 Investment Perspectives

We discuss the economic outlook for 2023, whether cash is still trash, gifting to children & grandchildren, and why charitable giving doesn’t have to be so stressful.