The first issue of Foresight for 2024 takes a quick look back at the surprisingly strong broad-based performance of capital markets in 2023, while being cautiously optimistic about the future. The future also includes a presidential election in November. Will this affect the markets? Find out why there is a silver lining to higher interest rates, especially for your favorite charities. Finally, learn what key characteristics, resources and skill sets make for the ideal financial manager for you and your family.
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This issue of FORESIGHT begins by covering last quarter’s stock market performance and what’s ahead in energy and technology sectors. Bonds are in the news given the “higher for longer” discussions taking place around investment portfolios. Cash flow is a topic that every households needs to address and how to meet your lifestyle needs. Finally, read the latest on the increasing menace of cyber scams and how to protect yourself.
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In this issue learn the latest decisions by the FED and how it is affecting inflation and investments. See how Floridians can reduce stress during hurricane season by being organized with a grab & go binder. As more states vote higher tax into law, learn even more reasons why domiciling in Florida is a good decision. Finally, business owners take note of The Corporate Transparency Act going into effect nationwide January 1, 2024.
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The Spring issue of Foresight is full of information to boost your financial wellness. So many couples don’t realize that Social Security has an array of very particular spousal benefits, so read the article by Tiffany Windish so you don’t miss out. Jason Chiklakis talks about various life insurance to combine with a financial plan, and James McArthur talks to business owners about what to consider once the business is sold. Our CIO, Andrew Vanderhorst covers the markets and investors’ portfolio strategy.
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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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