On Watch – September 2024

By Sentinel Trust on September 10, 2024

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The latest edition of On Watch is now available for download. This issue includes articles on the advantages of maintaining a long-term investment plan, the benefits of conservation easements, and the importance of proper entity management to maintain legal liability protection for owners. Contributors to this issue are James C. Reed, MBA, CFA^®, Kelsey W. Gray, JD and Julie A. McCaughey, JD.

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Download the latest edition here.

POSTED IN: Administration, News, On Watch, Planning

TAGGED: Asset Protection, Capital Appreciation, Conservation Easements, Economic Cycles, Entity Formation, Equity Markets, Financial Planning, Financial Resilience, Investment Strategy, Landowners, Legal Agreements, Legal Liability Protection, Long-Term Growth, Market Trends, Operational Compliance, Owner Risk Exposure, Property Management

Q2 2024 Review and Outlook

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