Quarterly Outlook: The Fed Turns Hawkish as Growth Cools
Main Takeaway The U.S. economy rebounded from a slow fourth quarter, expanding at a 2.1% annualized rate1 in Q1. Consumer spending remained resilient despite declining consumer confidence. Meanwhile, tensions in the Middle East continue to pressure energy prices and add to market uncertainty.
Charitable Bequests: Practical Advice for Tax-Efficient Giving
Charitable bequests are one of the most tax-efficient ways to leave a legacy. By designating a charity as a beneficiary of your IRA or estate, you can maximize the impact of your giving and potentially reduce your heirs’ tax burden. However,
Identity Theft Prevention: 10 Tips to Protect Your Wealth
Identity theft prevention is a crucial component of comprehensive wealth management. Ideally, you and your advisor take a proactive approach to safeguarding your financial assets from fraud or theft. To protect yourself from identity theft, you should secure your digital footprint, monitor your accounts regularly, and understand