Seeking Clarity on Tax Reform

Seeking Clarity on Tax Reform

The Wait Continues… This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access to education, affordable childcare, and various tax credits. The plan (as proposed) would largely be funded by additional taxes...
Markets Rally on Early Election Results

Markets Rally on Early Election Results

Global pandemic, unprecedented government stimulus, record low GDP report, booming technology stocks and a red-hot IPO market – 2020 has been quite the year – and it is not over! A closely contested U.S. presidential election with record turnout appears to be the...
Rally Continued, but Pace Slowed

Rally Continued, but Pace Slowed

Mixed style factor performance, inflation risks remained low Key Observations The rebound in global assets continued in August, led by U.S. large cap equities, but value showed signs of life in Europe and China pulled emerging market equities into positive territory...