High Interest Rates—Not the Demise of Effective Estate Planning Strategies
…free of estate/gift tax. A common variation on intra-family loans is for a seller (grantor) to sell an asset to a beneficiary using seller financing. If the asset that is…
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Artificial Versus Human Intelligence
…to be human – encompassing our emotions, intuitions, passions, and reflective capacities – it becomes evident that these models are not truly human. They are tools, exceptional ones at that,…
Don’t Wait Outside of the Storm
…out if you have questions or would like to discuss your own situation. [1] https://www.barrons.com/articles/bofa-recession-soft-landing-economy-f2ce2c1e [2] https://gasprices.aaa.com/ [3] https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023 [4] Strategas Disclosures This material is solely for informational purposes and…
Education Funding as a Wealth Transfer Strategy: A Valuable, Narrow Opportunity
…withdrawn tax-free as long as they are used for qualified educational expenses. Because 529 plan assets grow free of tax, these plans are frequently started when the future student is…
Impact Investing at Manchester Capital Management
…its 10 largest car company competitors combined in the space of only a few short years.5 I am not suggesting Tesla is a “perfect” company; it is not, even by ESG…
Stop Watching the News
…mind. End Notes 1 https://www.americanpressinstitute.org/publications/ reports/survey-research/americans-news-consumption/ 2 https://animals.howstuffworks.com/ animal-facts/dangerous-moose.htm 3 https://en.wikipedia.org/wiki/Shark_attack#targetText=In%20the%20United%20States%2C %20 even,than%201%20in%20264.1%20mil Disclosures This material is solely for informational purposes and shall not constitute a recommendation or offer to…
Building Stronger Bonds: The Importance of Family Meetings
…resources available to assist you. By following some best practices established by families who have been down this path already, your family can be prepared to come together, plan for…
Opportunities in Down Markets
…Estate Investment Trust Index is down 4%, and the HFRI Fund of Funds Composite Index is down 3%. Stocks, bonds, real estate, and hedge funds all have negative year-to-date returns. Even cash…
Inflation – Federal Reserve Enemy #1
Until 2021, the U.S. economy benefited from a long period of modest inflation. The Consumer Price Index averaged just 1.88% for the prior 10 years, aided mostly by technology, e-commerce,…
Educating the Next Generation – Investing
…of publicly available information about companies, especially for large U.S. companies. However, having someone young present a case for why one company is likely to be a good investment can…
Manchester Capital Management
…SERVICES DIRECT REAL ESTATE VIEWPOINTS Knowledge and insights to keep you informed. Patience on Lower Interest Rates The Federal Reserve finished their latest Federal Open Market Committee (FOMC) meeting on…
Homeowners’ Insurance: Two Tales of Woe and Warning
…would allow the contractor to collect directly from Jane’s insurance company. The contractor completed the work, and without Jane’s knowledge or consent, billed the insurance company $60K for the job….