Will Brexit affect your investments? Jeffrey Kleintop of Schwab takes a look at the after-effects of Brexit, both on markets in the U.K. and globally. Many people struggle with finances following the loss of a spouse or close relative. Chanel Reynolds explains how you can take the stress out of the decisions you may have to make. By planning your trust now, you can help assure peace of mind to all involved in your legacy. Day & Ennis offers details on how to get started.
Brexit: What’s Next For Investors — While risks have receded, Brexit is far from settled, and the stock market impact of the U.K. crashing out of the EU with no plan would probably be significantly negative, despite the pressure already on valuations. Yet, the global fallout may be limited, thanks to the isolated and self-induced nature of a resulting U.K. recession. Read more…
“Catastrophe Struck When My Husband Was Killed. Here’s What I Learned About Creating a ‘What If’ Plan.” — As Chanel Reynolds recalls, “Sitting in the parking lot of a Marriott Express in Cedar Rapids, Iowa, swigging a drive-through drink the size my head and trying to map directions to my cousin’s memorial service was not the location I imagined trying to have “the talk” with my brother, and realizing (again!) that I was living one accident or illness away from financial catastrophe.Turns out, most of us are.” She details how to plan for the unexpected. Read more…
Leave A Trust That Works According To Plan. — To leave a meaningful legacy to your family or charity, you need someone you can count on to administer it through the years. Family members may lack the expertise to protect the trust from excessive taxation. They may also feel ill equipped to deal with friction that may arise from administering the trust. You can provide peace of mind to all concerned by planning your legacy now. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller
Disclosure – The articles mentioned in Mid Week with Day & Ennis are for information and educational purposes only. They represent a sample of the numerous articles that the firm reads each week to stay current on financial and economic topics. The articles are linked to websites separate from the Day & Ennis website. The opinions expressed in these articles are the opinions of the author and not Day & Ennis. This is not an offer to buy or sell any security. Day & Ennis is under no obligation to update any of the information in these articles. We cannot attest to the accuracy of the data in the articles.