August Newsletter

Megan Lisowski - Aug 03, 2023

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Market and Portfolio Update

As we welcome August, we are already seeing markets begin their usual seasonal volatility from now and into the fall. As of writing, markets are pulling back form their recent highs. We are seeing profit taking, but also declines on concerns over the U.S. debt levels, on the need to negotiate again the Debt Ceiling so the US can pay their bills and on the downgrading of the U.S. credit on Wednesday by Fitch Ratings. Furthermore, the fears of recession, and a question of a hard or soft landing continue to create volatility.



Monthly Features

Intergenerational Transfers of Family Businesses – Proposed Tax Changes

This month’s Wealth Themes feature articles that focus on U.S. tax issues and vacation property planning strategies.

Please contact the office if you have any questions about the articles, have cross-border tax concerns, or would like to discuss your wealth management plan.


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 who can benefit from what you have learned today, please feel free to forward this newsletter to them.




Warm regards,