Our series of Tax Reform Insights holistically examines how different aspects of planning were impacted under the new law. Tax reform created many opportunities to help you plan for your legacy goals in the most tax advantaged way.Our eBook provides a compilation of all of the articles in the Tax Reform InsightsThis digital resource puts timely tax planning information right at your fingertips, in one easy-to-access location.
January 10, 2019 – Volatile equity markets have bounced off of their Christmas Eve lows, heading higher in almost as dramatic a fashion as on the way down. We are not surprised to see the rapid move upward, as we assessed equity markets to be oversold and pessimistic sentiment extreme by the end of 2018.
January 4, 2019 – The past year has no doubt been challenging for investors in light of the difficulty of assessing political risks, conflicting economic signals, and swift reversals in equity market sentiment. Like many investors, we were caught off guard by the violent market correction in the fourth quarter—a drop of almost 20% between September and December. However, despite continued risks, at this point we think the equity market is set up to deliver stronger returns in 2019.