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Month: December 2017

Year-end Planning Opportunities

Recently, congress passed the biggest overhaul of the tax code since 1986. As far as year-end planning, here are a few reminders on planning opportunities: Ordinary Income – in situations where you have flexibility to control the timing between 2017 and 2018, in most cases recognizing this next year will

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December 12th and 13th FOMC Meeting Follow-Up

Policy Normalization on Target:  Despite a pair of more dovish dissenters, the FOMC voted to raise the target range for the Fed Funds rate to 1.25% to 1.50%.  This 25 bps hike was well-telegraphed and completely expected by the market, with a recent implied probability of action very near 100%. 

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Monthly Market Update for November 2017

Global Economy: An active month saw both the House and the Senate narrowly passing tax reform measures, while the President formally nominated the next Fed Chair. Tax reform is not a done deal, as Congressional leaders will attempt to come up with a compromise that will suit both chambers. Valuations

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