Financial Insights: Year-End Tips, Investment Strategies, and Retirement Planning

We are delighted to share our December newsletter with you. We have curated articles that we believe would be valuable to you. This issue focuses on regulatory changes that may impact your tax returns in 2023 and beyond. Also included in this issue are some tough questions you should ask yourself about long-term health care, which we believe are crucial for you to consider in order to make informed decisions.

Additionally, we pay tribute to Nobel-Prize Winner Harry Markowitz and his groundbreaking "Modern Portfolio Theory." For a more in-depth analysis of Markowitz's profound impact on investment theory--we are linking a blog post from earlier this year, where Gregg Fisher, owner of Gerstein's, shares his personal retrospective on the life and work of this modest but brilliant economist, mathematician, and philosopher. Click here to read the blog post. We hope you find the content helpful and informative.