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Once children turn 18, parents no longer have automatic access to their medical or financial records. As we always try to advise, get ahead of your planning before an emergency occurs. Here are some document recommendations for your college children. HIPAA release form – This allows important medical information to be
Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject
U.S. Economy Non U.S. Economy Market Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was prepared by ACG for you at your request. Although
Most successful business owners’ identities are tied to owning and running their businesses. Selling a business is a major life change, and it is important to have a plan to attempt to stay fulfilled after the sale. We have found capitalizing on one’s strengths and competencies through running a business
For more than 10 years, investors have experienced an extremely low interest rate environment and have gotten accustomed to savings, such as bank deposits, paying very little interest. Heading into 2022, the Federal Funds Rate as determined by the Federal Reserve was set at 0% as Fed officials maintained accommodative
Overview Impact of Innovation Throughout history, technological advances have played a pivotal role in fueling economic growth and shaping societies alike. From the earliest inventions, such as the ladder, to the cutting-edge digital technologies of present day, each leap forward has unleashed a wave of transformational power on economies worldwide.
Economic Overview Market Returns Asset Class Valuations Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. This report was prepared by ACG for you at your request. Although the information presented herein has
Overview No Shortage of Recent Headlines Post Global Financial Crisis, capital markets experienced a prolonged period of historically low interest rates, low inflation, and muted volatility. Over the past two years we have written about numerous events that have been the source of near constant headlines and increased market volatility:
A Fidelity panel of alternative investment professionals share their experience on opportunities and risks in alternative investments within today’s changing macroeconomic backdrop. Key takeaways: Read the entire Fidelity whitepaper here: Demystifying the Alternative Investing Landscape Disclosures This material is provided by Gryphon Financial Partners, LLC (“Gryphon”) for informational purposes only. It
Rates Economic Conditions The FOMC is next scheduled to meet September 19 – 20, 2023. Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report was
Private equity refers to a type of investment that involves the acquisition, management, and sale of equity or ownership stakes in privately held companies. Private equity firms raise funds from institutional investors, pension funds, endowments, and individuals to use those funds to invest in companies that are not publicly traded
Please find the next blog in our market update and outlook series. Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. This report was prepared by ACG for you at your request. Although the information presented herein has been
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