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Insights & Resources

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1st Quarter 2019 Private Investment Management Commentary

2019 is off to a very fast start and we expect more tempered returns for the remainder of 2019. Currently, we view the stock market as taking a “Goldilocks” view regarding growth, inflation, a US/China trade deal, and the Fed. In our view, it is not likely that this balance remains if US economic growth and wage inflation start accelerating or there is a breakdown in trade negotiations.

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Quarterly Newsletter - Q1 2019

Our Quarterly Newsletter is a collection of timely pieces curated for business owners, high net worth families, women, and Millennials. If you have any questions about the topics in our newsletter, or how we may be of service to you, please don’t hesitate to reach out.

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Finance for the Greater Good

For more than 35 years, people have trusted John Taft's perspective on the financial industry. His diverse industry experience includes 10 years as the CEO of RBC Wealth Management and past service as Chairman of the Securities Industry Financial Markets Association. In these roles as well as his writing, he has consistently emphasized the importance of earning and keeping clients' trust.

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Bull & Baird

In 2013, Michael launched “Bull and Baird,” a market blog that explores catalysts moving the day’s financial markets, shares links to relevant news stories and editorials, provides market perspective and offers comic relief on the day’s developments.

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Bunching Tax Deducations

Bunching expenses, particularly charitable gifts, in one year rather than over multiple can provide added tax benefits, especially after the latest tax law changes. And combining that plan with a donor-advised fund can compound the tax savings.

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