Blog posts by category
Market Outlook Q1 2025: Curb Your Enthusiasm
Mon, 01/27/2025 - 08:20 Wealth management
John M. Fidler | Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comQ4 ReviewInvestors had much to cheer as 2024 came to a close. The S&P 500 gained over 20% in back-to-back years, the first time this has happened since the heady days of the tech bubble in 1999. Under the hood, however, not all investing styles fared equally: value …
Stay the Course or Buckle Up? Planning for the 2025 Sunset Post Election
Tue, 01/21/2025 - 14:56 Wealth management
by Maria Tipton, J.D.With the election in the history books and Republicans leading the charge, uncertainty remains regarding potential tax reform. The unknown that looms largest (and darkest) over wealth advisors is what fate will the Tax Cuts and Jobs Act of 2017 (TCJA) face?Under the TCJA, an individual may transfer up to $13.99 million …
Market Outlook Q4 2024: Over Easy
Wed, 10/30/2024 - 14:51 Wealth management
John M. Fidler | Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comQ3 ReviewDespite recession worries this Summer over a cooling labor market, the economy remains resilient (feels like we’ve been writing that phrase all year) and markets continued to move higher in the 3rd quarter. Encouragingly for diversified investors, 3Q was a …
Preparing for the Sunset: The Importance of Estate Planning in Light of Impending Tax Changes
Wed, 10/30/2024 - 14:18 Wealth management
by Maria Tipton, J.D.Former President Trump’s Tax Cuts and Jobs Act of 2017 doubled the amount of lifetime federal estate tax exemption for individuals. Following the Act, people have benefitted from historically high gift and estate tax exemptions. This has afforded many individuals and families flexibility with their estate planning due to …
Protecting Your Assets with an Ohio Asset Protection Trust
Wed, 10/30/2024 - 14:12 Wealth management
by Jason Hamilton, CFP®In 2013, the Ohio Asset Management Modernization Act took effect, creating one of the nation’s most popular state asset protection trust statutes – the Ohio Domestic Asset Protection Trust (DAPT). While asset protection trusts are available in 16 other states, certain provisions in Ohio’s statute made it one of the top …