Our Insights
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Our Insights
September 1, 2024
When working with high net worth families, tax efficient (and time efficient) charitable giving presents an often-overlooked planning opportunity. Quite often, clients make any/all charitable contributions via cash, check or credit card. There are much more tax-advantaged ways to donate, and these techniques can be even more valuable given the recent changes to the tax code. For most families who typically donate $5,000 a year or more to charity, utilizing a Donor Advised...
Outlook
July 1, 2024
For the first time in what feels like a long time, the Federal Reserve (Fed) and the market largely seem to agree on the current path of the economy, interest rates and inflation. US economic growth is expected to continue, albeit closer to the 2% trend growth rate experienced over the last 25 years. Inflation is expected to trend towards the Fed’s 2% target into 2025, and in response, short-term interest rates should...