ViewPoints
As 2020 nears, we continue to be constructive on both stock and bonds, albeit with a continued focus on corporations that demonstrate a competitive advantage, financial flexibility and digital capacity. Corporate profitability growth will become increasingly tied to these three core competencies, in our opinion.
With your Halloween candy stash dwindling, your sweet tooth may be acting up. But don’t despair! Turkey Tax Planning Day is coming in hot with pumpkin pie and spicy tax discussion. This Thanksgiving, pretend you’re eating dinner at Stephen Paul’s house and get your annual refresher on tax planning alongside your mashed potatoes and stuffing.
Read More
Headed into the final quarter of the calendar year, we turn our attention to the upcoming holiday season, specifically to the sustainability of U.S. consumer spending in this important period for the economy. Will we finish the year with the gift of sustained positive year-end market returns or finish with a bag of coal like we experienced last year? We believe that sustained U.S. consumer spending trends will provide part of the answer to this question. Although we are still positive on sustained U.S. spending growth, we acknowledge increased risks.
Read More
Marie Kondo’s “Konmari” method of tidying has truly swept the nation in the last few years. In this month’s Viewpoints Director of Financial Planning, Allison Grebe Lee shares how to adapt the Konmari way to help you clean up your financial matters.
Read More