Explore the transformative journey of John Cortines and Greg Baumer in their book 'True Riches,' as they guide readers from serving money to serving God. Discover key insights on gratitude, contentment, trust, and love, leading to a life of purposeful generosity and spiritual fulfillment.

2022 served as a helpful reminder to many as to why international stocks typically belong in a well-diversified and well-designed investment solution. While international markets were still down in 2022, thankfully they were down less. We don’t know what will happen as we enter 2023. Thankfully, we are not in the business of guessing what will happen in the short term. We are in the business of building efficient portfolios in line with client goals, and for most individuals, this should include the diversification benefits that come from international markets.

2023’s tax changes are more significant than in years past due to the IRS’s response to the rise in inflation. It’s important to think about your income, giving, saving, and estate planning expectations for the upcoming year so that you can make decisions early to help optimize your tax bill and investable assets. Learn about 2023 tax changes here.