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- Spring 2018 Perspectives and Planning: Economic Outlook
There are no major changes to our forecast. The U.S. economy remains in solid shape and we maintain our call for real GDP to expand at a 2.5% to 3.0% pace in 2018 with the upper end of this range now looking more likely. Inflation is gradually accelerating and is likely to hit the Federal Reserve target of 2.0% (as measured by core PCE) this year as the Fed now concedes. Hiring continues to be robust and we acknowledge that job creation could exceed our 1.8 million estimate. As such, we expect a rebound in consumer spending after sluggish growth in the first quarter. - Maximizing Your Options for IRA Fee Payment – What’s New
The recently enacted Tax Cuts and Jobs Act, signed into law on December 22, 2017, makes numerous changes to the rules governing taxation of individuals. One of these changes is the elimination of all miscellaneous itemized deductions, which currently include IRA management fees. If you are an individual paying your IRA fees from non-IRA assets in order to obtain a tax deduction annually, you may want to reconsider this strategy going forward. - Tax Reform: A New Era Commencing in 2018
It’s official! On December 22, 2017, President Donald J. Trump signed a tax reform bill with a variety of tax cuts and changes effective in 2018. Some key provisions within the new legislation are highlighted below to help you recognize planning opportunities that may benefit your own financial situation. - Perspectives & Planning: 2018 Economic & Market Outlook
The U.S. economy entered 2017 in a sweet spot and exited the year in an even stronger position. Job creation remained strong, surpassing expectations and driving unemployment to a 17‐year low of 4.1%. With the labor market tight and incomes rising, consumers were spending. Consumption rose nearly 3% in 2017 and while gains may not be as robust this year, consumer spending should increase close to 2.5%. In addition to hiring, businesses also invested in plant and equipment as capital expenditures finally took off. With corporate profits surging, this trend could also persist. Finally, while housing statistics were erratic in 2017, the year ended on a firm note and residential construction should be buoyed by favorable demographics and a severely under supplied market. - Understanding the Basics of Social Security Retirement Benefits
Here are some basic elements to the social security system that everyone should keep in mind when planning for retirement. - The LLC Option for Owning Residential or Commercial Rental Property
Rental Real Estate is a viable business, but not without its risks of liability. Learn how using an LLC structure in your business plan could help add a layer of protection to your personal assets. - Q4 2017 Financial Market Outlook Webinar
A video review and update of the financial market outlook for Q3 2017. - How to Prepare for Meeting With a Financial Advisor
Working with a financial advisor to plan how to manage your wealth requires some effort on your part. Whether it’s your first meeting or a periodic update to review how you’re doing, there are a number of steps that you can take to make each discussion more productive. - When Your Financial Plan Goes From Mine to Ours
Newly married couples face a number of important decisions that will impact your financial planning together. Here are some steps to get you started. - 2017 Market Outlook Update - Q3 Wealth Management Webinar
A video review and update of the financial market outlook for Q3 2017.
