This week the Investment Office continues to watch market fluctuations as markets, which until recently were all about pricing in ongoing inflation, now seems focused on the risk of a policy error and recession in a period of transition after nearly 15 years of easy-money policies by central banks came to an end and fiscal stimulus declines. On the economic front, the US economy continues to send mixed signals, but rest assured that each piece of data will be guiding the Fed meeting on July 27. Our Head of Wealth Planning discusses ways of taking advantage of unused gift and estate exclusions as well as dealing with overfunded 529 plans.
Click Here to Read the July 18, 2022 Economic and Investment Commentary
Click Here to Read the July 18, 2022 Wealth Planning Commentary
