In this article, we shed light on the tax aspects of Donor-Advised funds, highlighting the potential benefits and implications to keep in mind as you enhance your charitable giving and financial well-being.

In 2021, Congress passed the Corporate Transparency Act, which created a new beneficial ownership information (“BOI”) reporting requirement for certain companies.

Consumers and investors both expect rate cuts in the first half of 2024, and the Federal Reserve is hinting at the potential for rate cuts if inflation continues to ease this year.

This letter recaps the fourth quarter, discusses the decline in Treasury yields and the potential for interest rate cuts, and looks ahead to 2024.

The Federal Reserve has raised interest rates by more than 5% since March 2022. It’s been the fastest pace of tightening in decades, but data shows the economy has been resilient thus far.

The S&P 500 Index gained +9.1% in November, slightly underperforming the Russell 2000 Index’s +9.2% return. Investors are optimistic as the U.S. economy continues to exceed expectations.