Category: Quarterly Briefs

With the elections now behind us, we are faced with determining campaign rhetoric versus actual policy—no easy exercise. While we don’t have an exact roadmap, we have a high-level expectation of what’s ahead.

Despite ongoing economic challenges, we remain focused on the long term with high-quality investments in various sectors and an emphasis on leveraging fixed income and real estate markets as dynamics shift.

The ability to optimize capital gains tax and income tax planning will be increasingly valuable in a changing tax environment.

Even with the mixed news received in the final quarter of 2023, the stock market did not suffer. However, new challenges have arose in the bank lending markets due to impending refinancing needs amid higher interest rates.

Financial markets continued to pose challenges in Q3 with high consumer debt, instability in the Middle East, and interest rate impacts.