happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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How Europe is rising to the COVID-19 economic challenges

Jun 25, 2020 |Frédérique Carrier

We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.

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What’s driving volatility in the U.S. equity market?

Jun 19, 2020 |Frédérique Carrier

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

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Podcast: Planning for an estate freeze or re-freeze

Jun 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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Where to find opportunities in a zero interest rate world

Jun 12, 2020 |Thomas Garretson, CFA

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

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Why are U.S. equities rallying while Main Street struggles?

Jun 05, 2020 |Kelly Bogdanova

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

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Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

Jun 03, 2020 |Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

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Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

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Audio commentary: The road to recovery for the U.S. economy

Audio commentary: The road to recovery for the U.S. economy

Jun 03, 2020 |Tom Porcelli and Janet Engels

Tom Porcelli joins Janet Engels to discuss the post-COVID-19 U.S. economic recovery.

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When the Fed goes low, we go high

When the Fed goes low, we go high

May 29, 2020 |Thomas Garretson, CFA

The Fed is dusting off an obscure policy tool—yield curve control—as it ramps up efforts to keep Treasury yields low. So, we look to go where yields remain high—that is, high-yield corporates—and explore our shift to a positive outlook on the sector.

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