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Welcome to our Fall edition of our client newsletter! As the leaves begin to
change and the year starts winding down, we’re excited to share the latest
updates, insights and stories from our team.
In this edition you’ll find an economic commentary that explores current market
trends and what they mean for your investments as we approach the end of the
year. We’ve also included a brief article about the relationship between interest
rates and stock prices, and how the Fed’s plans to lower interest rates could
propel the stock market rally forward. In addition, we’re spotlighting a new case
study that showcases the importance of having a good conversion feature on an
existing term life insurance policy.
On a more personal note, I was honored to begin my term as President of the
Greater Boca Raton Estate Planning Council on July 1 (see excerpt and photo
below). In early September, my daughter Romy passed the Florida Bar and
began working as an Associate Attorney at a law firm in Miami. Finally, Jennifer
shares about her special trip to Idaho over Labor Day weekend.