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market update
Q4 2024 Market Update
Summary, Last Quarter: In its Federal Open Market Committee meeting this September, the Federal Reserve essentially declared the battle against inflation over as it shifted monetary policy from tightening (raising interest rates) to easing (lowering interest rates). The Fed lowered its Federal Funds rate by 0.50%, which was generally expected but a larger decrease than …
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insight
Exploring CRUTs and CRATs: Strategic giving with benefits.
Being able to “have your cake and eat it too” may be a tired cliché, but it is an accurate way to describe the estate, tax, and retirement planning benefits available through charitable remainder trusts (CRTs). These vehicles enable high-net-worth individuals to gift assets to the charity of their choice, take an immediate charitable tax …