Wealth Management Morning Memo

JANUARY 1, 2018

EQUITIES

Nine Bold Market Predictions For 2018

Michael Thrasher

Most think the market will be up next year. But opinions on how, why, and what threatens it vary.

BROKER PROTOCOL

Citi Plans To Leave Protocol Agreement

Michael Thrasher

Those working for the remnants of Smith Barney will no longer be protected under the recruitment truce.

ESTATE PLANNING

Michael Jackson Estate May Avoid Penalties in IRS Dispute

Edvard Pettersson

The IRS had claimed that the late pop singer's estate had grossly undervalued the worth of his image and likeness.

The Daily Brief

Editor's Note

The Daily Brief is taking off Monday to celebrate New Year's Day. It will return on Tuesday, January 2, 2018. Thanks, and Happy New Year from the WealthManagement.com team.

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