Donor Advised Funds bring tax efficiency, flexibility to year-end giving

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

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Sector Spotlight: Investing for the Cycle

By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.

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Looking Ahead – Q3 2018

One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.

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Sector Spotlight: Inversion Aversion

As market strategists and pundits attempt to predict the end of this economic cycle, a commonly mentioned indicator is the term spread of U.S. Treasuries – or the difference between short-term yields and long-term yields.

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Looking Ahead - Q2 2018

A strong U.S. economy, continued global growth improvement, a concerted effort by global central banks to remain accommodative as long as possible, and a general sense of complacency about valuations in the equity markets provided the backdrop for 2017’s wins.

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Sector Spotlight: After tame 2017, volatility ratchets up

If there is one thing that all investors can agree on from the first quarter of 2018, it is that volatility in the markets is most certainly back. But what does that mean, and why is it such a critical data point for market participants?

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Looking Ahead - Q1 2018

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...

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Final Act of the Tax Reform Play Starts This Week

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.

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Part II Cont.: Two Votes Control $5.5 Trillion Tax Cut

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.

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Senate Republicans Respond: Part II of Tax Reform

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...

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