INVESTMENT STRATEGIES
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SPECIAL REPORT:
2016 Election

Investment Strategies  
 

November 7, 2016

Ten Critical Differences in the Democratic and Republican Proposed Tax Plans

 

As the 2016 presidential election nears, the tax policies of the two major candidates have come into sharper focus.

FULL ARTICLE


The Candidates’ Tax Proposals Viewed Through a Philanthropic Lens

 

Both donors and charities may be affected.

FULL ARTICLE


Should Your Portfolio Reflect the Ballot?

 

No matter who wins on Election Day, stay the course.

FULL ARTICLE


Presidential Parties and the Stock Market

 

Many are examining which candidate will have the greatest impact on the economy and capital markets.

FULL ARTICLE


2017 Promises Only Uncertainty for HNW Clients

 

The upcoming election and some proposed regulations have many high net worth clients scrambling for answers.

FULL ARTICLE


Advice for the Next President: Expand Social Security

 

Figuring out ways to make Social Security do more, not less.

FULL ARTICLE


Forget Trump And Clinton. These Races Also Matter to Wall Street

 

A snapshot of some of the candidates and races that could have big consequences for Wall Street.

FULL ARTICLE


 

WHITE PAPERS


WEALTH MANAGEMENT WIRE

stock market drop
The S&P 500 has been down seven straight days and off 4.2 percent since mid August.

Clinton Vs. Trump: Buyer's Remorse?
Typically, elections are a cause of celebration for the U.S. stock market.

Un-Fitbit; Buy Or Sell Facebook?; GoPro's No Hero - Eye On Tech
Disappointing earnings for the fitness tracker.

October 2016 Market Commentary: Who's Afraid Of A Little Inflation?
Ongoing central bank support and signs of higher inflation boost volatility.

What Is The Appropriate Amount Of Liquidity In My Portfolio?