May 30, 2024
As we contemplated the theme for this quarter, it became clear that there is a lot to both contemplate AND also potentially to be preparing for…
- The Election
- Interest Rate Cuts (at some point?!)
- A Possible Recession
- Market Volatility
- Higher Inflation for Longer
- Possible Changes in Tax Rates (Income and Estate) in 2026
- Escalated Geo-Political Unrest
Even a change in our custodian’s client facing software: Access My Portfolio
Sometimes it can be overwhelming and hard to know what to do or where to start.