News

Quarterly Market Review: July- September 2020

July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production.

Election 2020: Political Uncertainty Creates Potential for Market Swings

There are clear differences between President Donald Trump and Former Vice President Joe Biden (and the political parties they represent) when it comes to tax policies, spending priorities, and overall economic strategies. For this reason, a shift in the balance of power could have wide-ranging implications for future policies and the financial prospects of individuals and businesses.

Preparing for the Next Global Crisis

The coronavirus continues to have an unprecedented human and economic toll, and as we face our “new normal,” no sector of the economy is immune to the potential impact or resulting downturn, including family offices.

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