Notwithstanding the potential economic risks, both U.S. and global manufacturing output have remained in a solid long-run growth trend, and U.S. inflation has remained modest.
This month Allen Trust Company’s Senior Portfolio Manager, Julie Bryan, CFA, discusses U.S. economic trends and views on asset allocation.
Read MoreThe new Tax Cuts and Jobs Act has created several new challenges and opportunities. This month Allen Trust Company’s Tax Specialist, Stephen Paul, CPA, discusses the Act and some of the implications for Required Minimum Distributions (RMDs), charitable donations, and Roth IRA conversions.
Read MoreThrough the first half of March it is now clear that increased volatility in financial markets is a constant to take into account and balance as part of our investment considerations. While we acknowledge that risk factors are higher, volatility on its own does not give us pause. We remain focused on long-term investment opportunities. This month, Julio Quinteros discusses the rise in volatility and resulting ebb and flow of markets. Despite higher volatility, we remain grounded in our investment approach.
Read More2018 has begun with increasing volatility in the financial markets. Global economic growth has increased at the same time that upside interest rate risk is rumbling. This creates both opportunities and increasing risks around the world. While volatility in the financial markets was subdued in 2017, 2018 has begun with a bang. This month, Julie Bryan discusses some of the levers that may drive continued volatility in the equity and fixed income markets going forward.
Read MoreJoin Allison Grebe Lee as she dips into the new Tax Cuts and Jobs Act of 2017. Highlighted topics include the new estate tax exclusion, gift tax exclusion, charitable donations, and 529 plan changes. In addition, an expansion to the Allen Trust Company/Allen Capital Management tax team is announced in this month’s issue.
Read MoreBitcoin and cryptocurrencies have entrenched themselves as front and center topics that are reaching an ever broader audience as new highs in cryptocurrency values are breached. Although crypto assets receive headline attention, we see the underlying blockchain technology as the more important driver for long-term investments in tech.
This month, Julio Quinteros discusses the rapid ascent of crypto assets and blockchain. His focus is on the long-term impact that blockchain could have on Tech investments.
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