Welcome to the Winter Edition of our client newsletter. This season is a time for planning, celebrating progress, and ensuring your financial strategies remain aligned with your goals.
In this edition, we introduce the newest member of our team, Liz Hagensick. As Director of Operations, Liz brings a wealth of experience in the financial services industry, particularly in the areas of client service and investment operations. Additionally, we review the past year’s market results and discover trends taking shape that may impact your investment strategy in the new year. Finally, we highlight a recent federal court case that could affect how the IRS values your business if you have a certain type of buy-sell agreement.
As always, we are grateful for your trust and partnership. If you have questions, I encourage you to reach out. Here’s to a successful 2025!
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The MWA Report Winter 2025
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