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Manufacturing bolstered the recovery but U.S./China trade tensions may temper further progress. CIO Shannon Saccocia, CFA, CIMA® reviews.
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Can the Fed get a handle on inflation without stifling the economic recovery? CIO Shannon Saccocia, CFA, CIMA® weighs in.
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Can the economic rebound be sustained during this time of uncertainty? U.S. trade policy, supply chain constraints and infrastructure spend will each play a role in this growth story. This week, CIO Shannon Saccocia examines the impact of these factors during the months ahead. Listen now.
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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
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There are pros and cons to contributing to an IRA, we’ve outlined the top considerations before you decide to invest.
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As the second phase of COVID-19 in the United States weighs on confidence and economic activity, expectations for a cyclical rebound abound, driving asset flows and creating a foundation for a springtime bounce.
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New legislation includes direct cash payments, Federal unemployment extension, more PPP loans, and tax deductibility of costs covered by PPP loans.
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What could an infrastructure package look like following the upcoming U.S. elections? Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis on how such a package might be structured, and how the priorities differ between the Democrats and the Republicans.
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With President Trump’s positive COVID-19 test, what has happened thus far in the market, what could we see happen next, and what are the long-term implications? Listen now as Shannon Saccocia, Chief Investment Officer, discusses the impact on investing and the economy after Trump’s diagnosis.
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How do we position our portfolios to balance the opportunity presented by the economic stimulus and the short-term volatility resulted from Covid-19? Listen now as Shannon Saccocia, Chief Investment Officer, discusses her reasons behind why bonds are still worth a look in your portfolio.
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