This Issues and Insights discusses year-end tax planning strategies. It’s important to explore your year-end planning opportunities in light of the sweeping changes made to virtually all areas of federal tax law that went into effect this year. Areas such as income and deduction timing, charitable giving, annual exclusion gifts, and others are discussed. While
In the November issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, where he puts into perspective the current market volatility and discusses what the impending midterm elections could mean for the economy, policies, and portfolios In Focus by Head of Fixed Income Dominic D’Eramo looks at investing in
October 29, 2018— The days are ticking down to what will likely be one of the most consequential elections in midterm history. Votes cast on November 6 could result in a change in control of Congress and help determine the national agenda for the next two years or even longer. In light of the impending
