Morris Hall PLLC - Quarter 3 2023

IT’S TIME TO PHONE A FRIEND! We absolutely love getting to know you and helping you preserve your family’s legacy. Learning about your relatives and friends who mean so much to you and how they’ve impacted your life is an honor. We would love opportunities to help your loved ones preserve their legacies and ensure their wishes and needs are protected. If you love the service you receive at Morris Hall, we’d appreciate it if you would share our contact information with those in your life who may need assistance planning or administering their estate. We want your friends to be our friends, too!

While we haven’t entered a recession, alarm bells are ringing for many people as they hear about bank failures, high inflation, rising interest rates, and stock market volatility. Many of us remember the Great Recession in 2008, and you may be worried about what could happen in the future. However, one of the best ways to ease your concerns is by connecting with a financial advisor and preparing your finances. A RECESSION COULD HAPPEN IN THE FUTURE CONSIDER ASKING YOUR FINANCIAL ADVISOR THESE QUESTIONS

Consider asking your advisor these questions when you discuss a game plan and how to move forward.

WHAT STRATEGY SHOULD I USE? Before you can take any action, you need to have a plan. Although no one has a crystal ball to see the future, and problems can arise anytime, there is always room for growth and opportunity! Ask your financial advisor about the various possibilities that could happen during a recession, what opportunities are available to you, and how you can incorporate them into your plan. You don’t want to hear hypothetical answers — ask for concrete tools your advisor can offer you. HOW DOES A RECESSION AFFECT MY RETIREMENT OR INCOME PLAN? While it’s crucial to develop a new strategy during a recession, you also want to see how it will change the plans you already have in place. You will want to keep your retirement and other financial goals in mind, but you might need to modify how you achieve them. If you’re already retired, you may have to consider adjusting your withdrawals and spending habits. Your advisor will be able to outline your options and see which one will help you boost your savings and preserve your wealth. WHEN SHOULD I ENTER THE MARKET AND INVEST? No investment is recession-proof, and it can be nerve-wracking to invest during a recession. However, it doesn’t have to be scary if you know what to look for! Some stocks are better than others during a recession. There are several stocks you can choose from! To ensure your investments benefit you, ask your financial advisor what stocks and businesses will help you and your financial goals. If you would like more information on how you can prepare for a recession, don’t hesitate to contact us or our friends at Clark Street Financial (480-344-8200) with any questions or concerns. They can help you with your finances in your estate, retirement accounts, taxes, insurance, and more.

Grilled Halibut With Roasted Red Pepper Sauce

Celebrate the last month of summer with this light and fresh recipe!

INGREDIENTS • 1 16-oz jar roasted red bell peppers, drained • 5 garlic cloves • 1 tbsp sherry vinegar • 2 tsp honey

• 1 tsp kosher salt • 1/4 tsp black pepper • 1/2 cup olive oil • 4 6-oz skin-on halibut fillets

DIRECTIONS

1. In a food processor or blender, mix bell peppers, garlic, vinegar, honey, salt, and black pepper until smooth. Transfer sauce to a bowl; whisk in oil. 2. Into a large plastic zipper bag, pour 1 cup of sauce; add halibut fillets and seal bag; turn to coat fillets. Let marinate in refrigerator for 20 minutes. Reserve remaining sauce for serving. 3. Preheat a grill to medium-high (400–450 F). Remove halibut from marinade; scrape off excess. 4. On oiled grill grates, arrange fillets and grill, covered, until fish flakes easily, 4–5 minutes per side. 5. Transfer fillets to serving plates or a large platter. Drizzle with reserved sauce. Serve alongside preferred veggies and crusty bread.

Inspired by FoodAndWine.com

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