This week the Investment Office summarizes the past 6 months and provides its outlook for the rest of the year in regards to equities, fixed income, rates and other market indicators. On the economic front, the Fed reemphasizes its stance on reducing inflation, another hike in rates is essentially locked in— at least 50bps and quite probably 75bps. Our Head of Wealth Planning reviews permanent life insurance policy loans as well as some top reminders given the current market conditions.
