Perspectives: A Caddyshack Guide to Annual Exclusion Gifting

Clark Stossel

December 23, 2025

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WhartonHill Investment Advisors regularly publishes commentary on the global economy and market environment. Viewpoints provides a monthly, high level analysis of current market events, while Quarterly Investment Perspectives takes a deeper dive into underlying trends and how they tie into the big picture.

December 2025
- Dec 23, 2025 Perspectives: A Caddyshack Guide to Annual Exclusion Gifting Dec 23, 2025
November 2025
- Nov 25, 2025 Viewpoints Nov 25, 2025
October 2025
- Oct 15, 2025 Quarterly Investment Perspectives Oct 15, 2025
September 2025
- Sep 11, 2025 Viewpoints Sep 11, 2025
July 2025
- Jul 29, 2025 Perspectives Jul 29, 2025
- Jul 15, 2025 Quarterly Investment Perspectives Jul 15, 2025
June 2025
- Jun 11, 2025 Viewpoints Jun 11, 2025
May 2025
- May 13, 2025 Viewpoints May 13, 2025
April 2025
- Apr 29, 2025 Quarterly Investment Perspectives Apr 29, 2025
- Apr 3, 2025 Viewpoints - Tariffs Apr 3, 2025
March 2025
- Mar 5, 2025 Viewpoints Mar 5, 2025
February 2025
- Feb 4, 2025 Viewpoints Feb 4, 2025
December 2024
- Dec 23, 2024 Annual Outlook - 2025 Dec 23, 2024
- Dec 3, 2024 Perspectives Dec 3, 2024
November 2024
- Nov 6, 2024 Viewpoints Nov 6, 2024
October 2024
- Oct 11, 2024 Quarterly Investment Perspectives Oct 11, 2024
September 2024
- Sep 11, 2024 Viewpoints Sep 11, 2024
August 2024
- Aug 12, 2024 Viewpoints Aug 12, 2024
July 2024
- Jul 22, 2024 Quarterly Investment Perspectives Jul 22, 2024
June 2024
- Jun 12, 2024 Viewpoints Jun 12, 2024
May 2024
- May 7, 2024 Viewpoints May 7, 2024
April 2024
- Apr 10, 2024 Quarterly Investment Perspectives Apr 10, 2024
March 2024
- Mar 4, 2024 Viewpoints Mar 4, 2024
January 2024
- Jan 16, 2024 Annual Outlook: 2024 Jan 16, 2024
November 2023
- Nov 8, 2023 Viewpoints Nov 8, 2023
October 2023
- Oct 18, 2023 Quarterly Investment Perspectives Oct 18, 2023
August 2023
- Aug 17, 2023 Viewpoints Aug 17, 2023
July 2023
- Jul 26, 2023 Quarterly Investment Perspectives Jul 26, 2023
June 2023
- Jun 9, 2023 Viewpoints Jun 9, 2023
May 2023
- May 3, 2023 Viewpoints May 3, 2023
April 2023
- Apr 17, 2023 Quarterly Investment Perspectives Apr 17, 2023
March 2023
- Mar 13, 2023 Viewpoints - Silicon Valley Bank Mar 13, 2023
February 2023
- Feb 28, 2023 Viewpoints Feb 28, 2023
January 2023
- Jan 4, 2023 Annual Outlook: 2023 Jan 4, 2023
November 2022
- Nov 11, 2022 Viewpoints Nov 11, 2022
September 2022
- Sep 9, 2022 Viewpoints Sep 9, 2022