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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2019 has given (almost) all investors a reason to smile – but can it continue?
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Income and cash flow in retirement planning is a crucial conversation that involves an analysis of different asset classes and a view on the economic cycle. Income is measured in terms of yield, but higher yielding asset classes often come with an elevated level of risk. Therefore, it is critical to pair yield and income needs with an assessment of volatility and client risk tolerance.
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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- 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.
Read PostOne of largest tax cuts in U.S. history is now law. And the most complicated section in the new tax law is proving to be the new tax-rate reduction for the so-called “pass-though” entities, including partnerships, S corporations, LLCs, and sole proprietorships. Careful planning by business owners now is critical to maximizing tax benefits.
Read PostWashington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.
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Entrepreneurs take pride in addressing issues head on, taking risks and making the tough calls that ultimately yield business success. But when it comes to thinking about what it takes to transition a successful enterprise, many entrepreneurs do not ask the tough questions...
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With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.
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Many U.S. based investors largely invest in domestic companies and institutions, whether through equity investments in U.S. companies, the purchase of debt issued by those same companies, or debt issued by state and federal governments. However, ignoring the myriad opportunities available outside the United States can potentially hinder performance in the long term.
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