Comerica Wealth Management

Join Janelle Walker, Private Wealth Regional Managing Director, for our Business Transition Luncheon: “There's No Time Like the Present,” featuring Robert Buchanan, J.D., ASA, CFP®, Jeff Wilson, Lonnie Whitehead, CFP® and corporate law firm Haynes and Boone, LLP’s John McGowan. Attend to see how to successfully take the next step in your career and expertly craft the future of your business. Register now: https://lnkd.in/g9qnFM7i 🗓 August 28, 2024 🕑11:30am–1:00pm 📍Royal Oaks Country Club | Dallas, TX #ComericaWealthManagement #BusinessTransition #DFW

Building your investment portfolio? Make sure it’s optimized for long-term returns. In this article, thought leaders lay out a 3-step process for portfolio construction. Learn the essentials of risk and return, diversification and more. Start reading here: https://bit.ly/4fLvlS9

John Lynch, Chief Investment Officer, shared his insights with Fox Business Network on allocating capital, expiring tax provisions and the continued growth despite volatility. Catch the full conversation here: https://fxn.ws/3SZ7i8y #ComericaWealthManagement #MarketActivity #MarketRates #Employement

As luxurious as private flying can be, it's essential to understand the IRS rules on hobby losses. This #NationalAviationWeek, we’re here to help navigate through the tax implications and financial strategies for enthusiasts exploring the skies. ⬇️ If you need more insight into Hobby Losses, Comerica is here to help. Contact your Comerica Relationship Manager today or request to speak to a Comerica Wealth Advisor near you. → https://lnkd.in/gT9ZJi85 #ComericaWealthManagement #Comerica #HobbyLoss #ExpensiveHobbies #WealthManagement

Are you familiar with QPRTs? This strategic estate planning tool can significantly benefit individuals looking to transfer a personal residence to their heirs while minimizing gift and estate taxes. Learn all about QPRTs here: https://bit.ly/3YEFfij #ComericaWealthManagement #Comerica #TaxExemptions #RealEstate #EstateTaxes #QPRT

At Comerica, we know that every family has unique dynamics, resulting in different kinds of estates. When working with you on your estate settlement, our goal is to… ⭐️ move with integrity and excellence ⭐️ maximize the benefits of the assets ⭐️ pay all federal/state taxes (if applicable) ⭐️ distribute according to the terms of the trust/will Come work with experienced professionals who are dedicated to providing outstanding service for you and your loved ones. Contact me: https://lnkd.in/ewrha784 #ComericaWealthManagement #ComericaTrust #EstateSettlement #FamilyDynamics

We’ve got some good economic news to share in John Lynch’s Weekly Market Update, including how interest rates are heading lower as financial markets stabilize. To hear more from John or to subscribe to his commentaries, visit comerica.com/john-lynch.

Learn more about how investors discounted future fed rate cuts and what that means for bonds. To hear more from John or to subscribe to his commentaries, visit comerica.com/john-lynch.

#NationalBlackBusinessMonth is a time to recognize the countless black-owned businesses that contribute to our economy and communities. It also reminds us of the importance of balancing the growth of your business with personal wealth management. A well-rounded financial strategy includes strategic tax planning and succession planning to safeguard your legacy. Leveraging professional advice can help you make informed decisions that align with your long-term goals. Learn more here: https://bit.ly/3XJ4dwm #ComericaWealthManagement #Comerica #BlackOwnedBusinesses #WealthManagement