July 2024 - Kerr Financial

Archives

Q2 – 2024 Quarterly Review

The global macroeconomic environment continued to be fairly constructive in the second quarter of 2024. US economic growth came in above expectation...

Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q2-24 Quarterly Review

The Family Cottage: Managing Tax and Trust Implications for Your Legacy

The Family Cottage: Managing Tax and Trust implications for Your Legacy For many, a family cottage is a treasured getaway, a place of relaxation and c...

Categories: Accounting Services, Estate Settlement & Administration, Kerr Family Office, Personal Financial Planning Tags: cottage, Estate and Tax Planning for Retirees, Estate Planning, estate tax, real estate, Transfer

Summer Travel: How to Protect Your Adventures with Travel Insurance

Why Travel Insurance Matters When planning a vacation, many people think about the destination, accommodations, and activities, but often overlook tra...

Categories: Personal Financial Planning Tags: Insurance, travel claims, travel insurance, Travel Planning, Travel Tips, vacation planning