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Month: July 2024

2024 Second Half Outlook

2024 Second Half Outlook

Posted By Lineweaver Financial Group
July 26, 2024 Category: Markets, Finance, Outlook

News headlines have been volatile this year with many geopolitical issues, economic worries, and, most recently, President Biden exiting his re-election campaign.  Nevertheless, the stock market has done well and continued to “climb the wall of worry.”  This reality serves as a good reminder that ignoring most news headlines and political noise is typically the best investment strategy. Since the start of the year, we have maintained a positive outlook and positioning, especially with U.S. large-cap stocks. That is because of our view that AI-related investments, onshoring, and cooling inflation will benefit earnings for these types of companies the most.  Despite some choppiness, the data tells us this scenario is playing out as expected. With manufacturing surveys softening and business confidence muted, markets may begin to over-discount a sharper slowdown. Nevertheless, we continue to believe that the pace of economic growth is moderating at a goldilocks pace, and inflation is cooling sufficiently to allow the Federal Reserve (Fed) to begin easing before the end of the year.  We expect U.S. growth to be close to trend at about 2.0% by the fourth quarter and inflation to continue cooling toward the Fed’s 2% target by mid-2025.  This should be a good environment to support our view on equities overall and offer a positive environment for bonds. Outside the U.S., the European economy is expanding once again, activity in China i

Understanding Irrevocable Trusts: A Key Tool in Estate and Medicaid Planning

Understanding Irrevocable Trusts: A Key Tool in Estate and Medicaid Planning

Posted By Lineweaver Financial Group
July 16, 2024 Category: Finance, Legacy, Trust, Will, Estate

Estate and Medicaid planning are crucial components of financial strategy, as they can help protect your assets and secure your legacy. A powerful tool in this domain is the Irrevocable Trust, a fiduciary arrangement that offers numerous benefits while maintaining control over asset distribution. There are many intricacies with irrevocable trusts and they can potentially help enhance your estate-planning efforts. What is an Irrevocable Trust? A trust is a legal relationship where a grantor transfers assets to a trustee, who then manages these assets for the benefit of designated beneficiaries. Trusts serve various functions, such as reducing estate taxes, minimizing or avoiding probate, funding charitable gift strategies, and facilitating Medicaid planning. An Irrevocable Trust, as the name suggests, is a trust that cannot be modified or terminated once it is established. This can allow you to get assets out of your estate, which could potentially be helpful for estate and Medicaid planning. Trusts like these are ultimately about giving you control of your assets, your estate plan, and, ultimately, your legacy. One possible benefit of an Irrevocable Trust is its ability to help avoid probate court. Unlike a will, which must go through the often lengthy and public probate process, a trust can offer the grantor better control of how, when, and to whom money passes. Many parents find this comforting if they have children who are not good with money or if they simply want to

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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
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