Capital Perspectives May 2021

Tony Roth |
Investment Management
Capital Perspectives

In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explains why we remain overweight equities and the significance of an expected market correction. He also reveals our expectations for the economic trajectory and the importance of staying invested and calm to help potentially reap rewards down the road.

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Preparing for the Wave of Tax Law Change

Cailin MacLean and Thomas Kelley, CPA, CFP®, AEP® |
Wealth Planning

With potential tax law changes on the horizon, now is a good time to be certain you are informed and prepared.As fiscal stimulus and relief plans continue, Congress and the presidential administration have given guidance on how the revenue needs will be met.With highly anticipated potential tax law changes on the horizon, it may be wise to review proposals that could affect your future planning.

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