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Navigating Uncertainty: How to Think About Risk

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Do you ever reflect on things you did as a teenager or young adult and wonder what was going through your mind at the time? Maybe you participated in some thrill-seeking adventure and got lost, or maybe you were a bit foolish (or a lot foolish). Perhaps you were the opposite and never got into any trouble whatsoever, always on your best behavior. Fast forward to today, you think back on those days and the fun you had, lessons learned, regrets, and how they shaped your character.

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WEBINAR: Tax Cuts and Jobs Act: Preparing for Every Scenario 

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The Tax Cuts and Jobs Act (TCJA) sunset is planned for December 31, 2025. While it may seem far off, it’s wise for individuals and businesses to prepare now for potential implications. Join our expert team as we review the complexities of the TCJA provision and discuss ways to stay resilient in the face of uncertainty. 

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Managing Fixed Income in Today’s Environment

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Bond yields have remained elevated this year as anticipated rate cuts continue to get pushed out into the future. The combination of strong U.S. economic growth, a healthy labor market, and elevated inflation have contributed to a patient Federal Reserve and a federal funds target range of 5.25%-5.50%, a level reached back in July 2023. As of April 15, 2024, the entire U.S. Treasury yield curve was above 4.0% contributing to a benign environment for income-seeking investors. 

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A Comprehensive Guide to Trust Asset Management

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Trust asset management requires a multifaceted approach to managing the day-to-day running of a portfolio that encompasses, among other things, strategic asset allocation, fiduciary responsibilities, risk management and a keen understanding of tax implications. Trustees must navigate a complex landscape to fulfill their obligations, optimize financial outcomes, and align investments with the trust’s goals and beneficiaries’ needs.

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5 Actions to Take Ahead of 2025 Tax Law Sunset

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The Tax Cuts and Jobs Act of 2017 (“TCJA”) brought numerous changes to the tax code including reduced individual income tax rates, significant increases to the standard deduction, and doubling of the estate tax exemption. The legislation also has a sunset provision, meaning many of the changes are set to expire at the end of 2025.