June Symposium Recording

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To say that 2022 has been a rocky year thus far would be quite an understatement.  The selling pressure for both stocks and bonds has been historic and investor sentiment is at all-time lows.  The good news is that prior periods of extreme stress have typically been followed by better than average returns in the year ahead.

Over the course of our Symposium season, our live presentations have attempted to make sense of this difficult time.   Last week the final 2022 event was recorded and is available for replay below.  This presentation provides an in-depth overview of our current perspectives and expectations for the balance of the year.

Please feel free to call us should you have any questions.

Webinar - Understanding Senator Sanders' Proposed Estate Tax Policy

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Prefer to just listen? Click below

In 2020, Presidential Candidate Joe Biden and Senator Bernie Sanders teamed up for the Biden-Sanders Unity Task Force with Recommendations for Combating the Climate Crisis and pursuing Environmental Justice. This 110-page document outlined many platform considerations, including their like-mindedness on Estate Taxes.

On Thursday, March 25th Senator Bernie Sanders officially released his proposed estate and gift tax reform legislation. This 18 page bill contains major changes to current legislation that would have serious implications for many of the families that work with Clearwater Capital.

The effective date of multiple sections of the proposed legislation is upon enactment; therefore, now is the time to consider how these changes may affect you and future generations.