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Trust Provisions Addressing Substance Use Require Flexibility
Parents fearing substance abuse by their beneficiaries can include instructions aimed at deterring addictive behavior and blocking the potential misuse of funds. Originally published on Kiplinger.com May 23, 2023 For many years, parents leaving substantial wealth...
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Changes to 529 Plans Provide New Flexibility for Families
BY: J. Harvie Roe, CFP®, MBA | President, AmeriTrust BY: Kenny Brown, Jr, MBA | Senior Vice President, Chief Operating Officer, AmeriTrust The cost of college tuition goes up by the year, and for those families who are able to afford it at all, it’s one of the biggest...
The Morning View: April 28, 2023
Announced this morning, Personal Income grew 0.3% in March, a touch more than expected. Personal Spending was flat in March, also a bit better than expected and slightly lower than last month’s increase. Real Personal Spending which accounts for inflation was also...
Ladies, Let’s Talk About Financial Organization-Part 2
THIS IS THE SECOND ARTICLE IN A TWO-PART SERIES FOR WOMEN | WEALTH | WELLNESS In part 1 of “Ladies, Let’s Talk About Financial Organization,” we discussed why focusing on financial organization is important. Knowing what you have and understanding what you need gives...
Market Perspectives- April 2023
Pivot Points • April 12, 2023, was the six-month anniversary of the S&P 500's 2022 closing low, off 25% from the January market high last year. Since that October low, the S&P 500 has recovered 14%. • Signs of some stabilization in the banking industry...
‘Yellowstone’: Entertaining TV, But Not a Model for Ranch or Farm Succession Planning
It is a life-changing experience when children receive a family farm or ranch from their parents. For many families, their farm or ranch is not only their largest financial asset, it represents the collective blood, sweat and tears of generations of family members....
Market Update -April 2023
Summary of Key Points: Despite the stress in the banking system, including the second-largest bank failure in U.S. history (Silicon Valley Bank), global equity markets held up remarkably well in March and posted solid returns for the quarter. The S&P 500 index was...
The Morning View: April 12, 2023
Announced this morning, the Consumer Price Index increased 0.1% in March, slightly lower than expected and lower than the previous month. It grew 5.0% on an annual basis. Monthly prices for Tobacco and Smoking products, up 0.8%, were relatively strong, while monthly...
Fixed Income Update
1st Quarter 2023 Fixed Income Review • Following a tough 2022, most fixed income sectors experienced positive performance in the first quarter • The FOMC raised interest rates at both meetings during the first quarter leaving Fed Funds at the current 4.75%to 5.00% at...
The Morning View: April 6, 2023
Announced this morning, Initial Jobless Claims were 228,000 for the week ending April 1st, higher than expected and the previous week was revised markedly higher to 246,000. Continuing Claims were 1,823,000 for the week ending March 25th, also higher than the previous...