Kaizen Capsules

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth.

This Month’s Recap

This Month’s Recap

In U.S. stock market history, bear markets—defined as a drop of 20% or more for a broad market index—happen roughly every four years and eight months.  With a couple of recent down days in the markets, we may be in the early stages of a new one.

Q4 RECAP

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022.

Key Changes:

As the end of the year approaches, you may be considering a charitable contribution. Did you know that many charities accept transferred securities as a donation? This is just one opportunity that could result in a tax benefit to you and a larger gift to your charity.

Here are a Few Giving Opportunities:

Q3 QUARTER’S RECAP

• U.S. economic growth slows in the face of Delta variant headwind
• Europe’s economic outlook remains positive
• Stocks retreat from record highs; confront a bevy of challenges