In the March issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Between a rock and bull run, looks at the February stock market correction and beyond. In Focus discusses two different ways to go about investing cash, and why one approach may be preferable. Investment positioning, major themes,
In the February issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, All aboard the global economic growth train. In Focus uses a quiz format for readers to see how much they know about the top 10 tax reform takeaways. Investment positioning, major themes, and asset class positioning updates.
In the 4Q 2017 issue of our quarterly publication, we: Explore a few of the more direct effects of new tax law on tax-exempt municipal bond market, focusing on four central issues: state and local tax deductions; lower corporate tax rates; private activity bonds; and advance refundings. Look at how to break down the components