December 2022 Newsletter

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  • Top ten trust questions
  • Choices for marital trusts

Estate Planning

  • Who pays the federal estate tax?

Alternative Investments

  • Fine art for the long term?
  • Winter has arrived
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Market Review for November 2022

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In this issue:

Market Brief: Page 2
Economy: Page 4
Equity: Page 5
Fixed Income: Page 6
Alternatives: Page 7

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