It’s incredible that we are already a full month into 2023. From an investment perspective, I think most investors would agree that it’s off to a bumpy start. It’s in volatile times like these that I think of the great American investor, Peter Lynch, who eloquently said, “Far more money has been lost by investors trying to anticipate corrections, than in the corrections themselves.” More than 35 years of experience has taught us that successful investing requires patience, discipline, and the ability to control one’s emotions.
In this edition of The MWA Report, you’ll find a case study showcasing the use of a Donor Advised Fund (DAF), a legislative update on the new Secure Act 2.0, our quarterly economic commentary, a Tax Reference Guide for 2023 and a Community Impact Corner article on how one of our clients is making a positive difference in the lives of families in need. Lastly, Jennifer shares an excerpt from her family’s vacation to the Georgia mountains over Thanksgiving.
As always, thank you for your trust and confidence in us to guide your financial future. We hope that you and your loved ones have a prosperous New Year.Read the full Report