Capital Perspectives December 2017

Tony Roth |
Investment Management
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In the December issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Canaries in the economic coal mine. In Focus provides a look at the likely path of tax reform legislation and the potential market and economic impact of its passage. Investment positioning, major themes, and asset class positioning

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Senate Version of Tax Bill Aims to Raise Tax Revenues from First-In, First-Out Share Sales

Clement K. Miller |
Wilmington Wire
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December 5, 2017— The Senate tax bill contains a provision that would force individual investors to use first-in-first-out (FIFO) tax treatment for sales of the shares of most stocks.   Markets have risen substantially in recent years, making management of taxable gains an important consideration in delivering after-tax returns to investors.   Under current law, individual investors are

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