2018: 3rd Quarter - Perspectives Newsletter
Published August 1, 2018
Statistics show that nearly 40% of people aged 55 to 70 are unlikely to have sufficient resources to accommodate their standard of living during retirement. Are you prepared? This quarter's Perspectives offers some helpful advice.
2018: 2nd Quarter Review - WTM Quarterly Outlook
Published June 30, 2018
Financial market volatility continued during the second quarter of 2018, as investors considered the near and long-term economic consequences of the Tax Cuts and Jobs Act (TCJA), state and federal debt burdens, changing labor markets, central bank policy, and impending tariffs.
Despite volatility, the S&P 500 appreciated +5.3% during the quarter. Healthy economic conditions and a hefty tax tailwind – compliments of the TCJA – enabled 82% of companies in the S&P 500 to exceed first quarter earnings expectations...
2018: 2nd Quarter - Perspectives Newsletter
Published May 1, 2018
We know, estate planning can be confusing. This quarter's Perspectives focuses on all things estate: planning essentials, a settlement example, and the world of modern trust administration.
2018: 1st Quarter Review - WTM Quarterly Outlook
Published April 1, 2018
2018: 1st Quarter - Perspectives Newsletter
Published February 1, 2018
This quarter's Perspectives considers all angles regarding the new tax reform including charitable gifts, federal estate and gift taxes, and retirement planning. The article also shares a warning for seniors and their living trusts.