We’d like to share our capital market forecasts for this decade. We update asset class assumptions annually to reflect 10-year estimates for asset class returns, standard deviations, skewness, kurtosis and correlations.
With tax reform potentially coming in the Biden administration, should taxpayers put off certain year-end planning opportunities? We outline planning opportunities tied to potential tax reform and general planning considerations.
To achieve President-Elect Joe Biden’s tax policy proposals, Democrats would likely need to control the Senate. The path to gaining control of the Senate appears challenging, so where does this ultimately leave taxpayers?
Many people look forward to retirement, a period in their life when they will have more time to spend with family or do activities they enjoy. It’s always prudent to begin planning for retirement many years before your actual retirement date so that you will have time to achieve your financial retirement goals.
Harnessing the knowledge of greater market volatility in an election year is not only helpful to avoid classic behavioral mistakes that can lead to worse portfolio outcomes, but it also reinforces the notion that investors are more likely to be successful if they maintain a long-term point of view.
Estate and gifting limits are at favorable levels right now, giving high net worth individuals ample estate planning opportunities. However, because of the uncertainty around potential tax reform that could be enacted as early as 2021, we encourage individuals to investigate acting on these current opportunities before the end of 2020. What is the current… Read more
Cybercriminals are trying to take advantage of people distracted by the pandemic. Be mindful of how you use technology so that you don’t give cybercriminals a key to your sensitive personal information.
Taxpayers may have to wait until after the November 3rd elections to get a better sense of the potential for tax reform; however, we want to share three planning strategies today that may help bolster your tax savings, regardless of which candidates take office in 2021.