Welcome to our summer newsletter!
As we soak up the sunshine and longer days, we are excited to share a few updates and insights we believe you’ll find valuable for your financial journey.
In this edition, our Economic Commentary offers an in-depth look at current market conditions and economic trends to help you stay informed and prepared for what lies ahead. Our always-popular “Bill’s Brief” focuses on the importance of having a thoughtful estate plan-ensuring your assets are protected, your wishes honored, and your loved ones cared for.
Our team has also been actively engaged in the community. In May, we hosted a financial literacy talk for a group of teens at the YMCA of South Palm Beach County. Also in May, I completed my term as President of the Greater Boca Raton Estate Planning Council. It was an honor to lead such a distringuished group of attorneys, accountants, financial advisors, trust officers, and philanthropic professionals during the 2024-2025 season.
In June, we held our 14th annual seminar for professionals at Seasons 52. The event brought together CPAs and estate attorneys for networking, lunch, and an insightful discussion on insurance strategies.
On a personal note, my son Ben recently graduated from the Kelley School of Business at Indiana University. I am incredibly proud of this accomplishment.
We hope you find this edition helpful in navigating your finances with clarity and confidence. As always, thank you for the continued trust you place in me and my team as we work together toward your long-term prosperity.
Warm regards,
Bill
