Market Review – February 2023
Strong economic data raised market expectations for additional rate hikes in total of 0.5% by year end. While perhaps overdone, this speaks to how much the Fed has already raised rates, and that the end is perhaps near on rising rates.
HCR Wealth Advisors releases Inheritor’s Guide, detailing actionable steps to take after receiving a financial windfall
In this news release, HCR announces the release of their Inheritor’s Guide, an educational resource and comprehensive report to help inheritors and others who have come into sudden wealth determine what to do and what not to do after receiving a financial windfall.
The Clarity Formula® – Estate Planning: An Updated Guide for 2023 Estate Planning
The Tax Cuts and Jobs Act (TCJA) significantly increased the estate exclusion amount (presently $12.92 million for 2023). Under present federal legislation this limit is set to decrease to $5.0 million (adjusted for inflation) in 2026. With the increased gift and estate tax exemption amounts set to decrease in 2026, you may find yourself with […]
Market Monitor – Fourth Quarter 2022
The fourth quarter was a welcome respite from the downdraft of 2022. Additional data that supported the moderating inflation mantra, a softening Federal Reserve (Fed) and the unwind of COVID-Zero policies in China led many asset prices higher.
Market Review – January 2023
Broad asset classes kicked off the new year higher after a not-so-jolly December. Sentiment turned decidedly positive based on slowing wage and job growth and cooling price pressures. These trends provided optimism for a less hawkish Fed pushing investor expectations from a 0.50% Fed move in February to a 0.25% as of January 31, 2023.
Jordan Kahn explains the benefits of managing client portfolios in-house in this article in InvestmentNews
Chief Investment Officer Jordan Kahn discusses the long-term value of managing clients’ portfolios in-house in this article in InvestmentNews titled “Bucking the trend: Why some advisors refuse to outsource investment management.”
In Focus: SECURE 2.0 Act Paves the Way for Big Changes
The SECURE 2.0 Act of 2022 (“SECURE 2.0”) is chock-full of provisions – 92, in fact – aimed at improving Americans’ preparedness for retirement. Like SECURE Act 1.0 (passed December 2019), this latest round of legislation provides workers with greater access to retirement plans and further encourages retirement savings. This article highlights key provisions of […]
2023 Outlook
Goodbye TINA (There is No Alternative)
Our investment views are based on a simple idea: as facts change, so may our outlook. The last few years have been an interesting period for this ethos as our annual outlook is beginning to feel like a game of ping-pong, oscillating between bulls and bears, as the environment shifts around us. Our 2021 outlook, […]
Alyssa Phillips talks about the importance of knowing your firm’s value proposition in this video interview with InvestmentNews on the Gameday Stage at the Schwab IMPACT Conference
Chief Operating Officer Alyssa Phillips provides insights on the keys to a wealth manager’s success in this video interview with InvestmentNews on the topic “Knowing your niche is a cornerstone to marketing, hiring success.”
Alyssa Phillips shares insights on prioritizing customer retention in this article in Chief Executive
Chief Operating Officer Alyssa Phillips shares strategies for customer retention by catching up with technology in this article in Chief Executive titled “Customer Retention: CEOs Share Strategies.”