The US Economy and Investment Portfolios Q3 2023 

With 2023 quickly approaching its finale we are teeming with activity at Timonier! Tis’ the season for satisfying required minimum distributions, fulfilling charitable contributions strategies (Qualified Charitable Distributions and Donor Advised Funds), funding investment portfolios, and let’s not forget, completing Roth conversions. Not to mention getting your geese in circle for the forthcoming tax season. We hope you can unwind and genuinely enjoy time with family, friends, and loved ones this holiday season, knowing that our team is eager to assist you with these processes and are working on them behind the scenes.

We are also excited to announce our Holiday Gathering on December 7th, 2023 captured in the save the date below! We hope to see many familiar and new faces this year.

The third quarter of 2023 proved volatile for investment markets amidst increased geopolitical conflict abroad and concerning headlines at home. Further confusing investors the US has posted strong economic data throughout this time period while inflation is showing signs of improvement. Our hope is that this installment of Timonier’s quarterly newsletter provides a fresh perspective of current investment markets and how they relate to your investment journey.

We hope you enjoy this installment of Timonier’s “From the Engine Room”.

Click HERE for the latest From the Engine Room Quarterly Newsletter.