About a week ago, we attended an insightful webcast presented by Dimensional, featuring renowned trade policy expert Douglas A. Irwin, the John French Professor of Economics at Dartmouth College. Professor Irwin discussed the historical impact of tariffs, their potential effects on the economy and markets, and their relevance in today’s global landscape, providing valuable insights for investors and business leaders. Click the link below to watch the replay!
“One of the concerns arising from tariff talks is the possibility of stagflation, or the combination of rising inflation and an economic contraction. But should investors act on this concern with their investments?…”
A Frequent Client Question: “How is the Market Doing?”
Jennifer Luzzatto, CFA, CFP®, AIF®, CeFT®
“How is the market doing?” Whether out of fear or genuine interest, people are asking us this question all the time. With news headlines about the Dow Jones Industrial Average or the S&P 500, it’s hard not to be fearful. In a past Summit Blog post, Jennifer discusses how we go beyond the headlines to capture growth and manage risk in a dynamic global marketplace.
Navigating Required Minimum Distributions (RMDs) can be complex, but with the right guidance, they don’t have to disrupt your financial plan. This checklist will help you understand your RMD options and how to manage them effectively in relation to your financial situation. We can help you optimize your RMD strategy, coordinating RMDs with your broader investment, charitable, and tax planning goals. If you want to discuss this more, we’d love to chat!
