The long-awaited tax plan is out. Thought you might be interested in this update from Washington policy expert Doug Fisher. He shares his insights on the "Tax Cuts and Jobs Act” and how they may affect individual, corporate, small businesses and retirement plans.Read Post
As a native New Englander, I am well acquainted with the changing seasons. The term “seasonality” only crossed my radar, however, when I entered the investment business. Seasonality refers to historical patterns in stock market returns...Read Post
Threats of a nuclear conflict between the U.S. and North Korea, increased tensions between right and left here at home, a stalled Trump Administration agenda, and a spate of major hurricanes would in a typical environment likely lend to a pullback in risk assets and a flight to quality.Read Post
As expected, at its September meeting, the Federal Open Market Committee (FOMC) acknowledged that it would begin the process of shrinking its balance sheet by stepping down the pace of reinvestment of maturing bonds...Read Post
The third quarter of 2017 presented many of the same issues experienced in the first half of 2017. Continued inaction by Congress on a replacement for — or repeal of — Obamacare, escalating tensions with North Korea, and more changes in the leadership team of the Trump Administration...Read Post
Republican tax writers released their framework for tax reform on Sept. 27. The plan provides the broad contours of a reform package while allowing Congress to work its will and fill in most of the details, including tax revenue offsets for the cost of specified tax cuts.Read Post
As we enter the final months of the year, now is the time to take a look at your investment portfolio with an eye to strategic tax-loss harvesting, which can help reduce your taxes on realized capital gains in 2017. It’s also a perfect opportunity to revisit your portfolio’s asset allocation to determine if there are asset classes that have grown significantly larger than planned and need trimming to stay on track toward your goals.Read Post
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