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Wealth Management Daily Memo

SEPTEMBER 28, 2020

HIGH NET WORTH

New Jersey Reaches Deal For “Millionaire” Tax

Anna Sulkin

What does that mean for wealthy residents in the state?

FULL ARTICLE

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HIGH NET WORTH

Trump Paid Minimal Income Taxes in 2016, 2017, Times Reports

Laura Davison

Trump paid no income taxes in 10 of the past 15 years because he generated large losses that offset any money that he made, according to the Times analysis of at least two decades worth of Trump’s personal and business tax returns.

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SPONSORED CONTENT

The Investment Center is Committed to Helping Advisors Succeed

Sponsored by The Investment Center, Inc.

A dedicated team that supports your practice.

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EQUITIES

Every Day-Trader Dollar Is Worth Five in a New Theory on Stocks

Sam Potter

This frenzy of interest fueled stock gains even as company profits plunged and economies ground to a halt in the pandemic.

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Looking for Alternatives? How About Real Assets

Sponsored by Franklin Templeton

A timely look at risks & opportunities across asset classes.

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Wealthies Circle Spotlight

Should You Outsource Your Investment Management?

Contributed by First Ascent Asset Management

Outsourcing is not for everyone. By asking yourself three questions, you can determine if you are a good candidate for outsourcing your investments.

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