legacy planning

  • Strong Q2 results and progress in trade discussions move markets higher.

Upbeat Q2, Trade News Cheer Investors

2025-07-28T08:15:55-05:00July 28, 2025|Categories: Weekly Update|Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , |

The Weekly Update

Week of July 28th, 2025
By Christopher T. Much, CFP®, AIF®

Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains.

The Standard & Poor’s 500 Index advanced 1.46 percent, while the Nasdaq Composite Index added 1.02 percent. The Dow Jones Industrial Average rose 1.26 percent. The MSCI EAFE Index, which tracks developed overseas stock markets, gained 2.16 percent.

Earnings, Trade Lift Markets
Stocks showed mixed results the first couple of days last week. Optimism around the Q2 corporate reporting season gave way to mostly positive market reaction as the actual corporate reports started to roll in. The S&P 500 edged ahead to two record closes despite pressure on chipmakers.

Trade negotiations took center stage midweek after the White House announced an agreement with Japan. Stocks extended the rally after news that the U.S. and European Union were approaching an agreement. …

  • Legacy Planning and Wealth Transfer

Legacy Planning and Wealth Transfer in the Modern World

2025-03-25T09:55:36-05:00July 18, 2024|Categories: Resource Center|Tags: , , |

Legacy Planning and Wealth Transfer in the Modern World

Legacy planning has evolved significantly in the modern world, requiring careful consideration of both financial and emotional aspects. While traditional estate planning tools remain important, managing family dynamics is now a central concern. Blended families and international relatives introduce complexities, necessitating early and open communication to prevent conflicts. Involving family members in the planning process, discussing roles and asset distribution, and using neutral third-party mediators can help navigate these challenges. This proactive approach ensures that wealth transfer respects family structures and minimizes emotional conflict.

Additionally, the rise of digital assets adds a new layer of complexity to legacy planning. Cryptocurrencies, digital wallets, and online business interests need to be incorporated into a comprehensive plan. Creating a secure inventory of digital assets and ensuring beneficiaries have clear, updated instructions for access are crucial steps. Legal advice is also important to ensure …

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