Morning Memo
Wealth Management Morning Memo

APRIL 27, 2021

HIGH NET WORTH

A Near Doubling of the Capital Gains Tax Rate May Be on the Horizon

Advise clients to consider immediate action to mitigate the legislative threat.

FULL ARTICLE

INDUSTRY

Wealth Enhancement Group Acquires First West Coast Firm, Pillar Pacific

Wealth Enhancement Group’s acquisition of Pillar Pacific Capital Management establishes roots throughout California and adds language support for clients who speak Mandarin.

FULL ARTICLE

SPONSORED CONTENT

Manage Risk and Provide Your Clients with Peace of Mind

Are you doing enough to manage successor trustee risk?

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REAL ESTATE

AEW’s Szymanski Sees More Momentum for REITs

REITs have outperformed the broader market so far in 2021, and one large real estate investment advisor explains why she sees even more upside potential.

FULL ARTICLE

ETFS

Traders Sidestep ‘Rate Freight Train’ With Short-Dated Bond ETFs

Investors put $2 billion into the Vanguard Short-Term Treasury ETF (VGSH) and about $660 million into the Schwab Short-Term U.S. Treasury ETF (SCHO) last week -- a record for both funds,

FULL ARTICLE

SPONSORED WEBINAR

Strategies for Navigating a Low Rate Environment

The municipal bond market has begun the year with a negative total return—but this could be good news for investors looking for an entry point. Join us on May 12 for a discussion on municipal market update and outlook, solutions for clients frustrated by low yields and concerned about higher rates, the state of municipal credit—uncovering opportunities in a low rate environment.

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