Library

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » Qualified Charitable Distributions and the New Tax Law

March 13, 2018 | Wealth Management

The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …

Markets & Economy » President Trump Approves Steel and Aluminum Tariffs

March 09, 2018 | Market Commentary

Last week, President Trump announced new tariffs on steel and aluminum imports that have the potential to roil markets and impact trade relations with key allies and trading partners. The controversial tariffs, 25% on steel and 10% on aluminum, were formally approved on March 8 with few notable …

Library » March 2018 Perspective

March 02, 2018 | Market Commentary

Equity Volatility Returns The Dow Jones Industrial Average suffered two declines of over 1000 points in early February as inflation fears led to a spike in market volatility. This marked the first correction (a decline of at least 10% from a recent high) for US equities in over two years. While …

Endowments & Foundations » Webinar: A Closer Look at Spending for Endowments & Foundations

March 01, 2018 | Investment Themes

  When it comes to spending, different stakeholders might see endowments or foundations in radically different lights. These varying perspectives can have a major impact on your organization’s investments, policies, and fundraising. We review each of these perspectives in detail, …

Markets & Economy » Implications of Tax Reform on Fixed Income

March 01, 2018 | Market Commentary

  The Tax Cuts and Jobs Act is having a notable impact across wide swaths of the economy, and the fixed income market is no different. The bill’s key achievement of lowering the corporate tax rate is certainly a favorable outcome for a number of businesses and their investors. Smaller tax …

Ebrahim Busheri

Director of Investments

Library » Now is the Time for Active Management

February 27, 2018 | Active Management

Valuations are extended, complacency is elevated, and we are entering the tenth year of a bull run. One wonders what Messrs. Graham and Dodd would think of the current market environment considering these realities. Their statement is even more relevant today, as risk management has taken a back …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » Estate Planning Missteps of the Rich and Famous

February 26, 2018 | Wealth Management

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish …

Markets & Economy » What Happened and What’s Next for Fixed Income

February 13, 2018 | Market Commentary

Looking Back: An Era of “Goldilocks” The past year brought cheer across the financial markets. The world saw synchronized global growth and soft inflation readings, and with the exception of recent market gyrations, volatility persisted near historically low levels. Nothing was “too hot or too …

Library » February 2018 Perspective

February 08, 2018 | Market Commentary

The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …


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