Posts you may be interested in
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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- Financial Planning
- Market Commentary
- Optimizing Operations
- Trust & Estate Planning
The first use of the phrase “Goldilocks economy” is widely credited to David Shulman, a former Solomon Brothers strategist who used it to describe the U.S. economy in 1992. The characterization borrows a line from the popular children’s story, Goldilocks and the Three Bears, describing an economy that is neither “too hot” nor “too cold”, exhibiting periods of stable growth, modest inflation, and a low unemployment rate.
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How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.
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Last December I predicted the new Congress which started on January 3, 2019 would be gridlock plus. Well so far it is gridlock without the plus. The plus is my reference to a few policy areas that may attract bipartisan support despite the bitter budget battles in Washington.
Read Post- Economic Perspectives
- Financial Planning
- Managing Taxes
- Market Commentary
Doug Fisher, Washington Expert, and Shannon Saccocia, Chief Investment Officer, analyze the effects of the midterm election and potential opportunities and risks impacting the economy and investors.
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Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.
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- Economic Perspectives
- Market Commentary
- Financial Planning
- Managing Taxes
The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.
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October is National Cybersecurity Awareness Month. Help protect yourself against cyber-crime by following these steps.
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- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
As we move into the final quarter of 2018, the landscape is dotted with both opportunities and challenges, created by a combination of Federal Reserve policy, the Trump Administration, and frankly, time.
Read PostJoin Washington policy expert Doug Fisher as he moderates a roundtable discussion concerning the latest regulations that have emerged from the Tax Cut and Jobs Act of 2017 and how they impact real estate investors.
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