Blog posts by tag
Market Update
Mon, 03/03/2025 - 12:35 Wealth management
John M. Fidler | Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comIn our 2025 Market Outlook, we included a graphic from the album cover of the classic 1970 Crosby, Stills, Nash & Young record “Déjà Vu.” The idea was that the current market backdrop is reminiscent of the 2018-2019 period in more ways than one. The obvious is …
Advisor Spotlight: Sean E. Mumaw, J.D.
Mon, 01/27/2025 - 16:15 Wealth management
As we welcome the new year, we are excited to introduce Sean Mumaw, our new Trust Counsel who joined our team in October 2024. With more than 20 years of legal expertise, Sean brings a wealth of knowledge in estate planning, business succession and tax strategies, making him an invaluable asset to our clients and our institution.Sean's career …
The 10-Year Rule for Beneficiary IRAs and Associated Strategies
Mon, 01/27/2025 - 15:27 Wealth management
by Clark Stone, CFP®, ChFC®, CLU®The 10-year rule for beneficiary Individual Retirement Accounts (IRAs) is a key regulation governing the distribution of inherited retirement accounts. Introduced by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, this rule replaced the “stretch IRA” strategy, fundamentally …
Navigating Wealth Management in 2025: Building Legacies, Securing Futures
Mon, 01/27/2025 - 12:34 Wealth management
As we step into 2025, the world of wealth management stands at the intersection of challenge and opportunity. A shifting economic landscape, the largest intergenerational wealth transfer in history and evolving definitions of financial success are shaping the future for families, businesses and communities. For over a century, Stock …
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 …