Shane Wayland

Weekly Market Insights: New Year’s Rally in Reply to Positive Economic News

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Weekly Market Insights: New Year’s Rally in Reply to Positive Economic News A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year.  The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%. The Nasdaq Composite index gained 0.98%. The …

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Lifetime Estate & Gift Tax Exemption Updates for 2023

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Lifetime Estate & Gift Tax Exemption Updates for 2023 In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring assets to their heirs, this announcement may create new opportunities. This article provides a …

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