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Capital Perspectives April 2022

Tony Roth |
Investment Management
Capital Perspectives

In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains how in a matter of weeks, it feels as if there have been decades worth of change, from economic, market, and geopolitical perspectives. The S&P 500 has responded with the first negative quarterly return in two years. At the same time, the index is down just 5.

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1Q in the Rearview Mirror: What’s Ahead in the 2022 Investment Landscape?

Meghan Shue and Tony Roth |
Capital Considerations with Tony Roth

April 6—As we entered 2022, even the onset of the omicron variant failed to shake markets’ optimism. With much of the world learning to cope with an endemic COVID-19 and rates set to rise, the stage was set for strong global growth. The last three months, though, have been less rosy than we might have hoped.  From the Russia/Ukraine conflict to inflation surprises, investors would be hard-pressed to say they were anticipating this level of macro uncertainty.

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Why Consider Living in Florida?

Wealth Planning

While Florida is commonly known for its year-round sunshine and beautiful sandy beaches, it’s also home to many tax and financial advantages as well. Generally considered a low-tax state, Florida residents likely enjoy reduced tax obligations compared to those of many other states. Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax.

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