Market Minute July 2023
For July, our Research Analysts are keeping an eye on how the credit crunch is affecting companies, the conflicting reports in manufacturing, and Consumer Sentiment as reinstated student loan payments are on the horizon.
Securing Your Legacy: Understanding Beneficiary Designations for 401(k)s and IRAs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Client Relationship Manager Justin Wagner, AIF®, and Estate Planning Attorney Arun Gupta to discuss an investor who has named his children as beneficiaries of his 401(k); however, the investor just married, which could change the distribution of his 401(k) should something happen to him.