Newsletter
Market Recap
Stocks staged a strong recovery in Q2, with the S&P 500 gaining +15% and finishing near record highs. The Middle East conflict and oil shock that started in Q1 continued for most of Q2, but oil prices fell as the two sides worked toward a ceasefire agreement.
Does the New Tax Law Impact Your Estate Strategy?
The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules or if your estate strategy was written before the law changed.