2020 Capital Markets Forecast: Market Tug of War

Tony Roth |
Investment Management
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Our 2020 forecast discussses the interplay of productivity, populism, and portfolios. We look at solving the productivity puzzle.We discuss productivity driving populism.Our forecast also looks at testing the limits of policy.Investing is a data-driven process. We comb through economic and market information and use the data as clues that help lead us to a prudent investment strategy.

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Capital Perspectives November 2019

Tony Roth |
Investment Management
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In the November issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth delves into the reasons why he and his team feel comfortable reverting to an overweight position in stocks.He points to a subtle but important receding of downside risks in recent weeks across three critical domains—policy, global economic data, and corporate earnings.

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Advantages of 1031 Like-Kind Exchanges

David M. Gorenberg, CES® |
Corporate & Institutional
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1031 Like-Kind Exchanges offer businesses and investors the opportunity to maximize their return on real estate investments while minimizing their capital gains tax bill.  Allowable under Internal Revenue Code 1031, Like-Kind Exchanges are used to defer the payment of capital gains taxes on the sale of real property.  The basis of the relinquished property is transferred to the replacement property, thereby delaying the payment of the capital gains tax.

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