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Posts you may be interested in

Posts 21 - 30 of 151 Previous 1 2 3 4 5 ...16 Next
It's All in the Presentation
8/05/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

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?

Read Post
Notable Takeaways From the Fed Decision
8/01/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

Here's our quick perspective now that the Fed cut rates by a quarter point.

Read Post
Q3 2019 Economic & Market Outlook
7/19/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

Shannon Saccocia, Chief Investment Officer, sits down with Ryan McQuilkin, Head of Fixed Income to discuss key economic market indicators we’re watching and the prospect for growth, considerations for asset allocation given the pending earnings season and the impact of the Fed’s pivot, tariffs, and bond market activity.

Download iTunes Read Post
Will the Fed Keep Spiking the Punchbowl?
7/18/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

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.

Read Post
Goldilocks vs. the Bear
7/17/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

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.

Read Post
Transferring a Business to Your Children
7/15/19
Posted in Insight & Opinion
  • Financial Planning
  • Trust & Estate Planning

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.

Read Post
The Best of Both Worlds
7/10/19
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

2019 has given (almost) all investors a reason to smile – but can it continue?

Read Post
Five steps to more strategic, effective philanthropic giving
6/12/19
Posted in Insight & Opinion
  • Managing Taxes
  • Market Commentary
  • Trust & Estate Planning

Ways to assess if your giving is making the impact you'd like.

Read Post
College prep for parents: A quick checklist for the legal paperwork you and your student will need this fall
5/14/19
Posted in Insight & Opinion
  • Trust & Estate Planning

Now is the perfect time to start gathering the legal documents you and your student will need this fall. This is particularly important if your child is age 18 or older which is the “age of majority” in most states.

Read Post
IRS Continues to Provide Pro-Taxpayer Regulations on Investing in Opportunity Zones
5/03/19
Posted in Insight & Opinion
  • Managing Taxes
  • Market Commentary

Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.

Read Post
Posts 21 - 30 of 151 Previous 1 2 3 4 5 ...16 Next

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