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Welcome to our Spring Edition of our client newsletter. As the seasons change,
it’s the perfect time to rejuvenate your financial plans for long-term stability.
In this issue, you’ll read about how stocks had their best first quarter in 5 years,
a new SEC rule that will make buying securities faster and more convenient, and
five ways to pay for estate taxes.
In early April, the U.S. Labor Department announced an annual inflation rate of
3.5%, up from the previous rate of 3.2%. While many investors are lulled into a
sense of security stashing their money in the bank or money market accounts
while earning almost 5%, their actual after-tax return on that money may be
lagging inflation. With inflation starting to creep up, it’s very important for
investors to grow their money, so their purchasing power is not eroded.
In the last segment, I share memories from a family trip to France and Spain
while visiting my son, Ben, during his semester abroad in Barcelona.