November 2022 Newsletter

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Trust Planning

  • Inheritance protection plans
  • Choices for marital trusts

Tax Planning

  • Planning year-end gifts

Retirement Planning

  • Record adjustments
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Quarterly Market Insights for 3rd Quarter 2022

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In this issue:

Spotlight: Page 2
Economy: Page 3
Equity: Page 5
Fixed Income: Page 7
Outlook: Page 9

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