Take Care of Heirs and Charities with a Charitable Remainder Trust
Submitted by The Blakeley Group, Inc. on February 19th, 2024
Key Takeaways:
Capital Highlights
Capital Highlights is published monthly. It is a concise timely summary of US and global market updates that are informative and insightful.
U.S. Markets: The major indexes ended the week mixed. The S&P 500 Index and Dow Jones Industrial Average reached intraday highs, while small-cap indexes experienced losses. The improvement seemed restrained, as an equally weighted version of the S&P 500 Index modestly declined. U.S. Markets: The very big picture (a historical perspective): The very big picture (a historical perspective): The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or “CAPE”, which smooths-out shorter-term earnings swings in order to get a longer-term assessment of market valuation. A CAPE level of 30 is considered to be the upper end of the normal range, and the level at which further PE-ratio expansion comes t
January 2024 History Suggests
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In the markets:
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