Investment Updates

Rising Interest Rates Will Continue to Challenge Market Returns

Despite a more tenuous global backdrop, the prospects for the U.S. economy remain positive and supports the case for higher interest rates. A higher interest rate backdrop will likely result in further market volatility as stock valuation expectations adjust to interest rate moves. This month, Julio Quinteros discusses a rising interest rate environment as a significant variable that limits market returns, and could spill into other areas of the U.S. economy.

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Julio C. Quinteros, Jr.
What to do with my low basis stock?

Private investors in the United States hold an estimated $6.1 trillion in unrealized capital gains.  But why? Taxes, of course!  This month, Allen Trust Company’s Tax Specialist, Stephen Paul, discusses the options available to owners of low basis stock and other highly appreciated assets.

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Stephen A. Paul, CPA