Dear Clients and Friends,
Welcome to our Spring newsletter. As spring unfolds, it brings a sense of renewal and a chance to look ahead to new beginnings. Albert Einstein noted, “in the middle of every difficulty lies opportunity.”
In this issue, our Economic Commentary takes a closer look at what drove markets during the past quarter and where we see potential opportunities ahead. In my “Bill’s Brief,” I share an overview of Trump Accounts for Kids and what these custodial, IRA-style accounts could mean for long-term planning.
We’ve included a few updates from our team as well, along with a glimpse into what we have been up to outside the office.
As always, we are grateful for your continued trust and partnership. If you have any questions, please don’t hesitate to reach out.
Best regards,
Bill
