Posts
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The Monday Mix: Dec. 9 – 15, 2024
December 16, 2024
The Monday Mix: Dec. 9 – 15, 2024
— U.S. retail (+0.3%) and wholesale prices (+0.4%) rose more than expected in November, indicating inflation remains a concern. — The Federal Reserve is widely a
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Charitable Gift Annuities (CGAs): Two More Weeks to Lock in 2024 Rates
December 13, 2024
Charitable Gift Annuities (CGAs): Two More Weeks to Lock in 2024 Rates
Thinking of donating to a university but still want some income from the gift? A Charitable Gift Annuity or CGA is worth exploring in addition to the typical ways to give (out
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The Monday Mix: Dec. 2 – 8, 2024
December 9, 2024
The Monday Mix: Dec. 2 – 8, 2024
— The U.S. economy added a healthy 227,000 jobs in November, with unemployment remaining a low 4.2%; U.S. stocks hit record highs. — Oil and gold prices rose after
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Better Together
November 27, 2024
Better Together
In a year that has been filled with all sorts of strife and uncertainty, we are as thankful as ever for our extraordinary group of clients, our many colleagues in Seattle, San
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Second Marriages & Trusts Can Lead to Awkward Moments
November 19, 2024
Second Marriages & Trusts Can Lead to Awkward Moments
It’s the second marriage for both you and your new spouse, and so far it’s been a beautiful life. Despite your happiness, the two of you are mindful that life can suddenly
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End of Year Charitable Giving
November 12, 2024
End of Year Charitable Giving
Making the Most of Your End-of-Year Charitable Giving As we move through fall and into winter, end-of-year planning is naturally top of mind with charitable giving high on the
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The Monday Mix: Oct. 21-27, 2024
October 28, 2024
The Monday Mix: Oct. 21-27, 2024
— U.S. consumer sentiment rose in Oct. (to 70.5 on key U Michigan Survey), and is up six percentage points from a year ago, but is still well below pre-pandemic levels (
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The Monday Mix: Oct. 14 – 20, 2024
October 21, 2024
The Monday Mix: Oct. 14 – 20, 2024
— S&P 500 earnings for 3rd quarter 2024 are expected to rise by 3.4% (vs. 3rd quarter 2023), the slowest rate of growth since Q2 2023 (-4.2%). — The U.S. feder
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How Family Stories Can Strengthen And Unite – Q&A with Marshall Duke
October 15, 2024
How Family Stories Can Strengthen And Unite – Q&A with Marshall Duke
How do you unite your family in a way that strengthens everyone – young and old – and allows for the responsible passing on of family assets, including wealth? There is no
