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Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
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Addressing the complexities of financial planning can be difficult.
Policy and Regulatory Commentary
“It Is Over”
In a blog post last September discussing the Electoral College, we reminded readers that, when election results are read aloud during a joint session of Congress, lawmakers are able to “object to the returns from any individual state as they are announced.”
Policy and Regulatory Commentary
Out With The Old Congress, In with the New
Having potentially overridden President Donald Trump’s veto of the National Defense Authorization Act (the House did so last night; the Senate is likely to follow suit in the days ahead), and with President Trump signing the COVID relief and omnibus spending bill into law on Sunday evening – five days after releasing a video in which he threatened to pocket veto the bill – the 116th Congress is now almost officially in the books.
Sustainable Investing
Green bonds: Financing the transition to a new economy
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Green bonds are a type of fixed income instrument where the proceeds raised are used to finance clearly defined projects that have environmental benefits. Projects financed include renewable energy, water conservation, energy efficiency, green buildings, clean transport and sustainable land use.
Sustainable Investing
Performance with principles: How can ESG investing support financial returns?
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When ethical funds were in their infancy, a common assumption was that funds that incorporate ESG characteristics, and in particular those with a strict ethical screen applied, must necessarily involve a trade-off with performance.But over time, the debate about performance has turned on its head. Increasingly, investors recognize the potential financial materiality of issues such as corporate governance, labor management and environmental performance — and history is littered with examples of companies that have neglected these issues and paid the financial price.
Policy and Regulatory Commentary
Working on “Political Time”
As all of Washington – and, in fact, the United States – awaits news from the Capitol confirming that leaders in Congress have formally reached an agreement on another COVID relief bill, an infuriating truth is once again resurfaced.
Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.
Policy and Regulatory Commentary
A Team of Rivals? No
“To me it appears evident that an executive ministry composed of men with the qualifications I have described would speedily restore the credit of government abroad and at home, would induce our allies to greater exertions in our behalf, would inspire confidence in monied men in Europe as well as in America to lend us ⟨those⟩ sums of which it may be demonstrated we ⟨stand⟩ in need from the disproportion of our national wealth to the expenses of the War.”