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August 2022 Newsletter

Posted on: August 5, 2022

Market and Portfolio Update

This month’s newsletter provides an update on the stock markets and global economy.  Is the worst over?  Have we returned back to the Yellow Zone? 

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Monthly Feature

Planning for the Family Vacation Property

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold sentimental and monetary value.  It's important that your estate plan take this asset into consideration to ensure that it is properly accounted for and, if applicable, transitioned based on the needs and desires of the family.

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We hope you enjoyed this month's newsletter. 
We are dedicated to keeping you informed and believe that higher, continuous education will push the securities industry to become more inclusive, transparent and accessible. 
If you know someone, be it a family member, colleague or friend, who can benefit from what you have learned today, please feel free to share this newsletter.