Capital Perspectives September 2022

Tony Roth |
Investment Management
Capital Perspectives

A defining characteristic of the investment environment this year has been an oscillating market driven by a rapidly changing set of facts and overall investment narrative. We started the year with optimism that we would move beyond COVID-19 and enter a period of slower but more normalized growth. However, investor sentiment plummeted following an inflationary perfect storm.

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Why Consider Living in Florida?

Wealth Planning

While Florida is commonly known for its year-round sunshine and beautiful sandy beaches, it’s also home to many tax and financial advantages as well. Generally considered a low-tax state, Florida residents likely enjoy reduced tax obligations compared to those of many other states. Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax.

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August 2022 Monthly Tip: 5 Tips to Offer Divorced Parents Before Their Kids Enter College

Jerry Inglet, Ed.D, CFT-I™ |
Divorce Monthly Tips

Our Monthly Tip, as featured in Family Lawyer Magazine:Starting college is an exciting time for parents and children alike, but there are many details to consider – especially for children of divorce.When entering college as a freshman, the logistics and corresponding emotions attached to decisions can be overwhelming—not only for the student but the family at large.

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