Blog

News or Noise: Weighing Trade Concern Against a Backdrop of Fiscal Stimulus

By | Asset Management | No Comments

S&P 500 earnings growth has been booming thus far in 2018. In Q1, earnings gained 14.8% year-over-year and are forecast to grow by 20.3% in Q2, as opposed to Q2 2017. Much of the boom in earnings is coming from the December tax cuts, however, the economy continues to expand, even accelerate. Based on their latest data, the Atlanta Fed reports a real-time estimate for Q2 GDP. They call it GDPNow.

Read More

Charitable Giving: Changes and Strategies in 2018

By | Planning | No Comments

With a whirlwind of tax code changes that have come into effect this year, below are some opportunities to consider for your 2018 charitable giving plan. Two of the biggest changes are the elimination of personal exemptions and the increase of the standard deduction. Each year, taxpayers have the option to choose between taking the standard deduction or itemizing expenses. You deduct charitable contributions from your income through an itemized expense report and the standard deduction acts as a hurdle rate. If your itemized deductions fall short of the standard deduction, then you should take the standard deduction.

Read More

Changing the Path to Partnership

By | Uncategorized | No Comments

Becoming a partner is the end goal for many in the financial advisory field. But in an industry that has been traditionally male-dominated and often solely focused on producing revenues, finding the path to partnership can be challenging, especially for those who don’t fit the conventional mold that has prevailed for decades.

Read More
X
X
X