Are stocks likely to drop in August? July was the best month for stocks since November of 2020, but analysts are focused on the future, as Jessica Menton writes for Bloomberg. The Fed’s rate hikes have given some investors a bonus. Schwab’s “Chart in a Minute” shows what your portfolio may be missing. You may be able to convert your appreciated assets into a revenue stream for life. Austin Jarvis, JD, explains how charitable remainder trusts assist high net-worth investors with charitable intentions.
Surging Stock Market Is Heading Into Riskiest Months of the Year — Before investors get too excited about the July surge in stocks, here’s something to keep in mind: August and September are historically the two worst months for the S&P 500 Index. Read more…
An Upside Of Federal Reserve Rate Hikes — Forward-looking investors may be starting to focus on bond yields. In many sectors, they are around their highest levels since late 2009—the year that the Global Financial Crisis ended. Read more…
Charitable Remainder Trusts — A charitable remainder trust (CRT) allows a donor, otherwise known as the grantor, to make a tax-deductible gift to charity while generating income for life or a set number of years. The Director of Estate, Trust, and HNW Tax for the Schwab Center for Financial Research details how CRTs provide benefits. Read more…
John R. Day, Bill Ennis, and Matt Heller
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