2022 was the worst year for almost all financial assets for decades. A truly global dynamic, central banks around the world raised interest rates to quell inflation. Despite markets’ numerous attempts at rallies these rate increases determined outcomes for the full year.
At Hollow Brook we help each of our clients integrate their estate plan into their long-term financial plan and investment strategy. While estate plans may change over time, we take a long term and holistic approach to managing multi-generational assets. This management style has allowed us to maximize the impact of our client’s dollars and see the value of their wealth multiplied over generations. If you have questions about how to better structure your estate, please reach out to us as we welcome the conversation.
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