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Client Relationships
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
Investing Ideas
The Bid Podcast
The Bid breaks down what's happening in the markets and explores the forces that are changing investing.
Tax Management
2021 Tax Facts Quick Reference Brochure
This piece is approved to use with clients.
This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.
Policy and Regulatory Commentary
No big waves from the Fed to close an unprecedented year
This piece is approved to use with clients.
The Fed upgraded its longer-term economic outlook, while warning of near-term risks.
Tax Management
2021 Financial Planning Limits and Tax Rate Schedules
This piece is approved to use with clients.
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.