Election market update

Dear Clients,

As we approach the Presidential and Congressional elections in a few days, clients have been more frequently inquiring if there are any tactical considerations that we should be entertaining for portfolio designs and implementation. Unfortunately, there is much that prevents a clear sense of directions for markets.

Read More

Election Year Tax Talk: Deciphering the Terminology

This year’s election chatter is sure to include a healthy dose of tax talk. To keep up, here are five terms you should know.

The “Bush tax cuts”

Read More