Quarterly Market Insights for 4th Quarter 2022

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In this issue:

Spotlight: Page 1
Year in Review: Page 2
Outlook: Page 8

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January 2023 Newsletter

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Retirement Planning

  • New retirement realities
  • At a glance, SECURE Act 2.0

Trusts

  • Ask a trust officer
  • Choices for marital trusts

Philanthropy

  • The role of donor-advised funds
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Market Review for December 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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December 2022 Newsletter

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Trusts

  • 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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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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October 2022 Newsletter

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Retirement Planning

  • Ready for retirement?
  • Our services for retirees

Estate Planning

  • An IRA is a tricky estate asset
  • Intestacies of the rich and famous

 

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Market Review for September 2022

by  /  News

In this issue:

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

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September 2022 Newsletter

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Trust Planning

  • A guide to our trust services

Investing

  • The long-term investment perspective

Philanthropy

  • Document those charitable gifts

 

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