I Want It Now: What Does The ‘Digital Generation’ Expect From Businesses?

Adam M. Bakhash |
My Business
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As the nation’s largest age group in the workforce, learn how millenials are changing the consumer experience.Millennials are often called “convenience customers” and have high expectations for qualities like convenience and enhanced communication.Businesses are approaching this segment of the population in new ways with their sales, marketing, and advertising efforts.


Municipal Fixed Income Quarterly Market Commentary 4Q 2018

Investment Management

In the 4Q 2018 issue of our quarterly publication, we:Provide a round-up of yields across the muni spectrum and an overview of yield curves, performance, and fund flows.Offer our outlook for 1Q19, framing it in terms of our core narrative.Explore the Affordable Care Act’s likely return trip to the U.S. Supreme Court and how it could impact credit risks within the health care sector.


Making Your Charitable Estate Plan Great Again

Carol G. Kroch |
Tax Reform
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An overview of an important presentation at the 53rd Annual Heckerling Institute on tax saving strategies when making charitable gifts.As a result of the 2017 Tax Cuts and Jobs Act, the estimated number of itemizers has dropped from 37 million to 16 million.This is largely due to the $10,000 cap on the state and local tax deduction and the increasedstandard deduction.