Politics Aside

In the months leading up to the presidential election, and now almost one year into President Trump’s term, there has been a great deal of ongoing speculation about how this President and Congress might influence the financial markets. In particular, and top of mind for many market participants, is the degree to which potential tax … Continued

The Plot Thickens: More Than Meets the Eye

As we reflect on the last eight years, various stages of the economic and market recovery have unfolded like chapters in a book.  Many parts have told a predictable tale and, at various times, we have been left wondering if there would be an unpredictable twist or a surprise ending.  While the story may be … Continued

Will Tax Reform Be Charitable to Philanthropists?

With Republicans controlling both the White House and Congress, there is an increased likelihood of tax reform legislation hitting the debate floor.  Proposals by President Trump and the House Ways and Means Committee appear to support the reduction of marginal tax rates and modification of itemized deductions which will mute the taxable benefits of gifting … Continued

Digesting the 2016 Election

The unexpected victory of Donald Trump has been a reminder of the growing dissatisfaction many Americans have with the political establishment of this country.  Even though we can look to history, which tells us elections and presidents don’t typically have a lasting impact on financial markets, many are questioning whether it will be different this … Continued