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Policy and Regulatory Commentary
The Third Rail of Politics: Tax Increases
This past February marked the 108th anniversary of our modern income tax system. (We’ll forgive you if, like us, you missed the milestone.)
Business Development
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
This piece is approved to use with clients.
A brief checklist of considerations for adding managed portfolios to your practice.
Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Policy and Regulatory Commentary
The Narrow Margin in the House
With the U.S. Senate split 50-50 between Democrats and Republicans, most political analysts’ eyes have been cast toward that side of Capitol Hill when debating what legislation can – or can’t – make it through Congress.
Policy and Regulatory Commentary
The One Thing Both Parties Agree On: More Tech Scrutiny
Here is one of the worst kept secrets in Washington: lawmakers on Capitol Hill aren’t in love with technology companies.
Fixed Income Insights
Why the Eurozone Will Not Mirror China’s Post-COVID Recovery
This piece is approved to use with clients.
The eurozone's post-COVID recovery is set to be slower and more painful than China's.