Congress is debating a new capital gains tax increase. 

The fiscal debate in Washington: A bond investor’s perspective

Once you’ve established the right asset allocation mix for your risk tolerance, time horizon, and investment needs and goals, the next step is implementation—choosing your investments. When selecting investments for your portfolio, one of the first decisions you’ll make as an investor is deciding between active vs. passive investment strategies. Understanding the potential...

Weighing the benefits of higher corporate tax rates and higher government spending.

Investors would do well to consider the potential impact of higher corporate tax rates on financial market returns.

How might Biden's proposals impact investors?

How might Biden's proposals impact your taxes?

A summary of the most recent meeting by the FOMC. 

Commodities have the potential to hedge portfolios against inflation, deepen diversification and improve return potential.

Trying to understand the roles of a beneficiary and a trustee of a trust?

Thinking about whom to name as trustee of your trust?

Are you looking for some clarity on what to expect on the tax policy landscape? For those considering wealth transfer, the most comprehensive bill on the legislative agenda right now is the 99.5 Act. Its provisions, and some possible action items, are summarized below.

Is your portfolio positioned to benefit from improving economic growth and rising interest rates?

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Considering a trust as part of your wealth planning?