2019 Washington Policy: From Tailwinds to Headwinds With the election behind us, Washington turns its focus to legislative dynamics and what areas might see meaningful progress in a divided Congress. January 2, 2019 To read the full article from Washington Policy Analyst Ed Mills, see the Investment Strategy Quarterly publication linked below. We believe theRead More
2018 Was a Year of Mixed (Market) Signals For the first time in nearly a decade, most major asset classes ended the year in negative territory. January 2, 2019 While the global equity markets enjoyed one of their best years in 2017, 2018 offered a different story, bookended by early- and late-year volatility. The lastRead More
This holiday season in lieu of sending traditional cards, we donated gift cards, stocking stuffers, and wrapped gifts for children from Crittenton Services for Children and Families of Southern California. Crittenton is a non-profit social services agency whose mission is to heal the wounds of abuse and neglect; strengthen families; and help troubled adolescents reachRead More
10 Important Tax Changes to Keep In Mind As you consider making any final year-end tax planning moves, review the major changes that are now in effect. December 11, 2018 As you continue with your 2018 year-end tax planning, refresh your knowledge of the tax changes that are now in effect. Given the complexity, it’s smartRead More
Year-End Tax Tips for Businesses Improve your bottom line with these tax mitigation strategies. December 4, 2018 It’s almost time to close the books on another tax year, but it’s also time to be open to the many opportunities designed to alleviate your tax burden. Here are a few to get the ball rolling. WhileRead More
Temporary Trade Truce Buoys Markets Investors continue to monitor tech sector volatility, Brexit negotiations and Italian debt. December 3, 2018 The market gyrations that characterized October continued through November, leaving the major domestic stock indices essentially flat for the month. The same issues were on investors’ minds, namely trade issues, tech sector volatility, Brexit negotiationsRead More
The Timeless Tradition of Charitable Giving As 2018 wanes, consider the many ways charitable giving can brighten a holiday season. November 26, 2018 Charitable giving is a tradition for many of us, but did you know that tradition is as old as time? In fact, the name for doing good – philanthropy – derives fromRead More
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