Webinar: Expectations and Implications, Election Day and Beyond

Tony Roth and Meghan Shue |
Investment Management

On the cusp of what both sides say is the most important election of our time, we reveal Election Day implications for markets and the economy. This unbiased conversation is not to be missed. Chief Investment Officer Tony Roth and Head of Investment Strategy Meghan Shue talk to nonpartisan political analyst and trend-spotter Reid Wilson. Reid WilsonNational CorrespondentThe Hill, Washington, D.C. Please see important disclosures at the end of the webinar.

Read More...


Tax and Estate Planning: Year-End Strategies

Lisa Ligas |
Emerald GEMs

October 20, 2020, GEM 24 — This year end is a little different than usual. Not only has 2020 been a year of uncertainty due to the global pandemic, which continues to linger, but we are now facing a presidential election as well. Depending on the outcome, you may need to make a few modifications to your estate and tax planning strategies. Director of Wealth Strategies Lisa Ligas provides some key strategies to help you optimize your plan for today and for the year ahead.

Listen...


Capital Perspectives October 2020

Tony Roth |
Investment Management

In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explains why the best investors are often those who don’t succumb to emotional decisions, as well as the upcoming elections and their likely effects on markets and the economy.

Read More...