Here are the tax policies we're watching and what they could mean for the high-earners, diligent savers, and charitable givers with which we work best. Proactive and adaptable tax and financial planning remain essential, especially since political and policy landscapes could shift yet again post-2026.
No matter which political party is in power, your best chance for achieving your personal financial intentions remains the same. Above all, we hope you continue living according to your values while remembering this time-tested advice about your lifetime investments.
Although the outcome of the presidential election remains uncertain, one thing is guaranteed: a flood of opinions and predictions will emerge in the days ahead. With that in mind, let’s take a look back at how U.S. markets have historically reacted during or after elections. Can you spot any consistent patterns?
The tax policies proposed by former President Donald Trump and Vice President Kamala Harris highlight and contrast their different economic visions. Awareness of these policies and proposals is part of making an informed decision on Election Day. Although these tax proposals could have significant impacts on individuals, businesses, and the overall economy, a balanced approach in your personal planning remains a prudent way forward.
The anticipation building up to elections often brings with it questions about how financial markets will respond. Fortunately, the outcome of an election is only one of many inputs to the market. This interactive exhibit examines data for nearly 100 years of US presidential terms and shows a consistent upward march for US stocks regardless of the administration in place.
While the outcomes of the November 2022 mid-term elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the months to come. Let's take a look at how U.S. markets have performed during or after a U.S. election. Can you identify a pattern?
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are some challenges that could arise during a Biden administration.
With a new administration comes new policies. Should you make changes to your finances based on the perceived implications?
No matter which political party is in power, your best chance for achieving your personal financial goals remains the same.
We've been following the candidates' tax policy proposals. Here is what we've learned.
Among the many uncertainties of 2020 is a particularly controversial presidential election. Perhaps there exists is a pattern in past elections that can make this election less uncertain?
On the morning after the 2016 presidential elections, it's important to remember that "America has faced the unknown since 1776. It’s just that sometimes people focus on the myriad of uncertainties that always exist while at other times they ignore them."