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Whether it’s keeping up with financial news or market trends, True North Advisory Group is dedicated to delivering sound information to our clients. Our newsletters are a brief overview and provide key highlights in a short 7-10 minute read. 

Subscribe to our newsletter and stay updated with the latest market updates, economic perspectives, and educational events. 

2024 First Quarter Newsletter

The first quarter of 2024 continued to reward investors who stayed the course and enjoyed strong returns in 2023 as the momentum of 2023's year-end rally took another step forward. 

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Proactive Planning for the Upcoming Sunset of Estate Tax Law Changes

Communication and planning have always been essential when attempting to transfer wealth efficiently.  Tax planning can also play a significant role for larger estates. Currently, the federal estate tax laws are very generous, however, when the 2017 Tax Cuts and Jobs Act (TCJA) rules expire at the end of 2025, that might not be te case.  We believe in proactive tax planning and waiting until the tail-end of these time constrained rules could cost you. We like to be ahead of changes, especially when it comes to potentially major tax liability.

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2023 Tax Planning

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals
as financial professionals is to identify as many tax saving opportunities and strategies as possible for our
clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a
reactive approach. We hope you find this report helpful.

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2023 Fourth Quarter Update

2023 is in the books and the last quarter left investors looking forward to a bright and happy new year.

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Welcome to 2024!

Happy New Year and Welcome to 2024!  We hope your family had an enjoyable holiday season.

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Federal Reserve and Interest Rate

The Federal Reserve left interest rates unchanged at their meeting on November 1st.

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2023 Third Quarter Newsletter

Historically, the third quarter is the worst quarter of the year in equity markets.  2023's third quarter followed that trend.

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Year End Tax Report

This report focuses on information that could be heloful for individuals in conjunction with tax planning for calender year 2023.  It also has a section that shares some of the tax laws that are currently set to sunset at the end of 2025.

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2023 Second Quarter Newsletter

The second quarter of 2023 tested even the most seasoned of investors.

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2023 First Quarter Newsletter

The first quarter of 2023 had investors sitting on the edge of their seats as the equity markets took them for a bumpy ride.

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Tax Report

Tax planning should always be a key focus when reviewing your personal financial situation.