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Five Biggest Mistakes in Choosing Your Qualified Intermediary

David M. Gorenberg, CES® |
Corporate & Institutional
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There are several considerations when choosing a qualified intermediary for your 1031 Like-Kind Exchange.The regulations governing 1031 exchanges clearly articulate who cannot be your qualified intermediary.Knowing what not to do can assist you in finding the right qualified intermediary for your transaction.The role of a qualified intermediary (QI) is integral to a 1031 Like-Kind Exchange to manage the financial, administrative, and sophisticated reporting requirements.


Capital Perspectives November 2019

Tony Roth |
Investment Management

In the November issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth delves into the reasons why he and his team feel comfortable reverting to an overweight position in stocks.He points to a subtle but important receding of downside risks in recent weeks across three critical domains—policy, global economic data, and corporate earnings.


Municipal Fixed Income Quarterly Market Commentary 3Q 2019

Karleen Strayer |
Investment Management

In the 3Q 2019 issue of our quarterly publication, we discuss the latest developments in the municipal market.Municipal issuance picked up in the third quarter following muted supply the first half of the year; robust demand continued to outpace supply despite the increased issuance.Municipal issuers are increasingly turning to the taxable debt market to refund tax-exempt debt, a result of the Tax Cuts and Jobs Act of 2017.