Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.

The Tax Cuts and Jobs Act of 2017 includes a provision encouraging private sector investment in certain lower-income communities designated by the U.S. Treasury Department as “qualified opportunity zones”.

In a quarter where a “risk-on” mentality generally prevailed, the third quarter saw U.S. stocks gain, Treasury yields rise, and credit spreads tighten. For their part, U.S. Treasury investors looked past threats of tariffs and trade wars to an economy that is still strong by all accounts.

When was the last time you thought about the effectiveness of your company's data protection program and its ability to fend off a cyber attack?

The challenge for investors, and for us as advisors, is to balance the need for a long term, goals-based perspective and approach with the reality that markets are constantly moving and adjusting, creating new risk/reward tradeoffs, and frankly, challenges for us in meeting those objectives.

As we move deeper into this long expansion, each economic data point is being scrutinized for signs of deterioration. We expect to hit cyclical highs in areas such as manufacturing and employment at some point next year, but we have yet to see evidence of that in 2018.

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.