Planning a meaningful family lecacy

Family legacy planning that goes beyond finances can help us live with intention. Family lends us a strong sense of identity. So it makes sense that traditional legacy planning focuses on this area of our life and the financial resources we want to leave to our loved ones. However, we believe the best legacy plans…

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May 3, 2021 The markets continue their upward trend, supported by accommodative fiscal policy from the Federal Reserve, strong gross domestic product (GDP) numbers and solid earnings reports. As President Biden celebrated his 100th day in office to close the month, the traditional favorable equity market performance during the so-called “honeymoon” phase continued, with the…

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Sherry Holley Q1 2021 Market Update

First Quarter Market Update The first quarter of 2021 witnessed a boost for the economy as the continued expansion of the vaccine rollout and the passage of the almost $2 trillion stimulus bill was reflected in rising gross domestic product (GDP) estimates, a further move up in equity prices, and a steady rise in interest…

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April 1, 2021 Investors may have been hoping for March to go out like a lamb, but it seems the month simply marched on. The big news came with the passage of the latest stimulus bill, which injected trillions into the economy, and the release of the Ever Given, a giant container ship that had…

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March 2, 2021 Though the shortest month, February was long on optimism. Vaccinations increased in pace, and market consensus seems to be coalescing more around the idea of a strong economic rebound this year. Continuing accommodative policy from the Federal Reserve (the Fed) and the expectation that Washington will produce another round of fiscal stimulus…

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Woman investor drinking coffee

No Matter Where You Are or Where You’re Going  Successful businesswoman, entrepreneur, artist, mother, wife, mentor, leader, community activist: Whether for your education, career, or family, you probably had a plan to help you reach your goals. And as a woman, you have likely faced unique financial challenges, challenges that make proactive planning and investing…

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investment income taxes

Learn how interest income, capital gains, dividends, and retirement income are treated at filing time. The federal tax system is not exactly straightforward. Your Gratz Park Private Wealth advisor can help you understand the tax treatments of the various deductions and credits, tax brackets, additional payroll, and Medicare surtaxes, and a slew of different categories…

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February 1, 2021 February begins with a stack of important economic scorecards. Among them are the last of the fourth-quarter corporate earnings reports, last week’s assessment of the 2020 gross domestic product (GDP), unemployment figures, consumer spending, as well as all the other regular reports that give us a snapshot of our recent economic history.…

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February 1, 2021 It’s been a somewhat volatile week for the equity markets, and we wanted to offer some perspective on what’s happening for our valued clients. Last week’s selloff was the largest in three months for the three major U.S. stock indices – the S&P 500, the Dow Jones Industrial Average and the NASDAQ.…

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pieces of an estate plan to protect your family and legacy

Estate planning means much more than merely drawing up a will. It means establishing an integrated plan designed to safeguard your estate, future generations, and those you love. It also means knowing your assets will be managed appropriately and your legacy preserved. An effective estate plan should be comprehensive, so it’s essential to consider your…

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