This issue covers a look at last year’s economic activity and what investors can expect in 2023. This aligns with a message from our Founder and Chairman, Al Hanser, discussing how history repeats itself in the world of investing. Also learn how to protect your finances during the next hurricane and be aware of the 2023 tax changes.
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In addition to our most trending investment and economic information, readers will notice that this issue is filled with information that is family-related… covering content on preparing to sell a family business, lending between family members, and the consideration of passing an inheritance on to heirs early. After all, this is what The Trust Company is for – to help families make sound financial decisions that make an impact now and in the future.
READ MORE This issue is filled with trending information on the continuing volley in the stock market and how to handle it, as well as China’s COVID lockdown still affecting supply chains. Also, learn how to make your wealth last with the support of key estate planning tactics. Finally, if you are travelling this summer/fall – especially internationally, you will want to read our article on how to avoid scams and protect yourself financially .
READ MORE The Spring Issue of Foresight has encouraging news about the stock markets, the role of gold in your investment strategy, why to include digital assets in your estate plan, and the big issue of real estate’s meteoric condition. The world may be in flux, but your financial portfolio doesn’t have to be. Contact us at The Trust Company to discuss it.
READ MORE A year ago, most people looked forward to seeing 2020 in their rear-view mirror. As it happens, 2021 displayed some similar challenges with issues such as COVID-19 and all that it brought with it. However, equity markets remained strong, and the New Year promises continuing opportunity for investors. Plus, the mass migration of so many Baby Boomers and Gen Xers who decided to retire early, or now choose to work from wherever they desire, has created a real estate boom we haven’t experienced in a number of years.
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