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“Good To Know” 2nd Qtr 2024 Newsletter

Jul 15, 2024 | Estate Planning, Investments, Newsletter, Taxes, Trending

Peruse our 2nd quarter 2024 newsletter for key economic and market highlights, and what may lie ahead.  Should you rebalance your portfolio? How? Is China a viable investment? What basics should you employ to avoid being hacked? Can you optimize your 529 college savings account? Finally, will your estate planning documents work as you intend? Here are some finer points.