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In today’s current financial environment, investors are experiencing the challenges of managing their investment portfolio through a volatile market with an uncertain future. For more than a year, bond return on investments has been less than favorable, and the question we have to ask ourselves is, are bonds even worth having in our portfolio anymore?

With Yields Above 4.6%, Intermediate Bonds Have Passed a Tipping Point

Intermediate-term government-bond funds have reached escape velocity, providing a cushion against potential price declines.

By Madeline Hume | 11-07-2023 | 13:15 | madeline.hume@morningstar.com

Despite high interest rates and unsettling geopolitical conflict, the U.S. economy outperformed the expectations of most economists in 2023.1 Inflation-adjusted gross domestic product (Real GDP) accelerated to an annualized rate of 5.2% in the third quarter, after growing 2.1% in Q2 and 2.2% in Q1.

Charlie Munger, the longtime vice chairman and second-in-command to Warren Buffett at Berkshire Hathaway, passed away in November. Munger was 99, and would have turned 100 on Jan. 1. He died peacefully, Berkshire said. No cause was given.

Use this 2023 2024 Quick View Tax Guide to prepare you for tax season. 

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic stimulus wanes. And the end of the Federal Reserve’s (Fed) rate-hiking campaign is indeed upon us.

Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in the mail. It is about understanding how to steward the hard-earned wealth that you and your spouse spent your lives building.