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Posts you may be interested in

Posts 11 - 20 of 33 Previous 1 2 3 4 Next
A Note from Our CIO – Q1 2018
1/16/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

The beginning of a new year gives us an opportunity to look back at the prior 12 months and set goals for the coming year. How was 2017 for you?

Read Post
Economic Update - Q1 2018
1/16/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

Concerted global growth has provided a foundation for equity gains over the past several years. Absent a significant exogenous shock, corporations – and their shareholders – should continue to benefit from this growth in 2018...

Read Post
Looking Ahead - Q1 2018
1/16/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Financial Planning
  • Market Commentary

While the 24-hour news cycle careened from one potential political crisis to the next, from North Korea, to the Affordable Care Act repeal, to Supreme Court changes, and finally to tax reform, volatility in the equity markets remained subdued, and the pace of the upward climb continued throughout 2017...

Read Post
Market Review — Q1 2018
1/16/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Market Commentary

As 2017 closed, it has become clear that the "animal spirits" that guide the markets can shake off natural disasters, populist uprisings, a nuclear threat, and an ongoing stream of fodder for what once would have been Presidential scandals, but now pass for business as usual in the Trump Administration...

Read Post
Sector Spotlight: Are Dividends Still In? — Q1 2018
1/16/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Market Commentary
  • Financial Planning

The thirst for yield in the low interest rate environment of the last several years has created persistent demand for dividend paying stocks. Indeed, with investment grade bonds struggling to pay an attractive yield, dividends have taken on the role of cash flow generation for many investors...

Read Post
The Final Act of the Tax Reform Play...Now What?
12/20/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

On December 19, 2017, the House and Senate approved final passage of the Tax Cuts and Jobs Act (H.R. 1). The law provides $5.5 trillion in tax cuts with $4 trillion in offsetting tax increases. This leaves a net $1.5 trillion of unfunded tax cuts.

Read Post
Final Act of the Tax Reform Play Starts This Week
12/05/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

We're in the final stage of tax reform following the Senate's passage of its bill. Washington policy expert Doug Fisher explains the complicated and most critical next step in the process to final passage of tax reform. As the House and Senate bills shape up, Doug offers an important planning consideration related to your business.

Read Post
Part II Cont.: Two Votes Control $5.5 Trillion Tax Cut
11/17/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Here are the latest developments from Washington policy expert Doug Fisher that outline the changes and compares the major provisions of the House and Senate bills.

Read Post
Senate Republicans Respond: Part II of Tax Reform
11/10/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

The House Ways and Means Committee passed its version of tax reform by a party line vote. The bill (highlighted in my last article) was amended prior to passage by Chairman Kevin Brady (R-TX) in a few areas impacting individuals and businesses...

Read Post
House Republicans Release Tax Reform Plan
11/03/17
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Financial Planning
  • Managing Taxes

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
Posts 11 - 20 of 33 Previous 1 2 3 4 Next

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