Reach the Summit

With inflation remaining high, the medium-term economic outlook somewhat uncertain, and global markets continuing to experience a high degree of volatility, it’s an excellent time to schedule a Summit Meeting: the kind of in-depth sit-down with a trusted advisor to conduct an essential review of your estate planning strategy.

Keen Interest

When the Federal Reserve formalized its anticipated rate hike with the latest quarter-point increase in its federal-funds rate, it was the 10th increase in the last 14 months. While the general expectation is that this will be the last increase for some time, the benchmark rate is now between 5% and 5.25%, dramatically higher than the record near-zero rates as recently as March 2022.

Form CRS
Form ADV Part 2A

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