Yvan’s Times

Economy & Policy October 14, 2024   Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that an across the board increase in tariffs has the potential to push inflation higher. To read the full article, see the Investment Strategy Quarterly publication linked below. A tariff is a tax assessed on imports. Historically, tariffs have […]

ESTATE & GIVING   Prepare for your retirement, your estate and the unexpected. Retirement assets totaled $35.7 trillion at the end of September 2023. Of those total assets, $12.6 trillion were in IRAs. IRAs play an important role in retirement, and if yours has a large balance or if it constitutes a considerable portion of […]

FAMILY & LIFESTYLE   The two go hand in hand when preparing your heirs.  Timing discussions around money while clearly communicating your financial values with heirs can be tricky. You may already be asking yourself: How will I help them understand this is more about passing on a legacy than money? What financial knowledge and […]

While I love the cool crisp air that fall brings, it’s also a bittersweet reminder of how quickly this year has flown.  I’m starting to understand why people leave their lights up year round. Tyler recently had a career day at his school.  He had thoughts of dressing up as a garbage truck driver.  His […]