Posts you may be interested in

The CARES Act legislation includes broad changes to tax deductions limits for charitable contributions. Today, we examine how changes to charitable contribution limits are impacting individual, partnership and corporate deductions during 2020 and 2021
Read PostListen to our discussion as we look at the Biden Administration’s agenda during the first 100 days in office. Our panel of experts was joined by a Washington Strategist for a conversation on the current landscape and planning considerations for 2021.
Read PostListen to our discussion on the current and future impact of the 2020 election on the economy, global markets, and tax policy. Our panel of experts, joined by a Washington Strategist, covered the current landscape and discussed planning considerations following the election.
Read PostA discussion on how the 2020 election will impact the markets and tax policy.
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Despite having its challenges, 2019 was extremely kind to equity investors. When we take a step back and think about the year, it is a stern reminder not to get caught up in the over-sensationalized media and concentrate on company and industry specific fundamentals.
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For the last year, the two headed monster of Fed policy and Chinese trade tensions have captivated the markets. As we look ahead to the remainder of the year, where's the opportunity?
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The U.S. is officially in its longest expansion on record, breaking the previous record of 120 months that ended in March 2001. While it is the longest, it is also one of the weakest.
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2019 has given (almost) all investors a reason to smile – but can it continue?
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Solid US economic data and recent positive China Purchasing Managers Index keep us optimistic US Equities will trend higher, albeit at lower annualized returns than the past decade. Within equity sectors, we are most bullish on technology and healthcare. We believe communication services, financials, and REITs are the least attractive sectors.
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Earnings growth slows dramatically, margin pressures build, tighter monetary policy and sector and stock selection will continue to focus on industries and companies that should perform well late in this cycle.
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