Beyond Bulls & Bears

Tax policy takes center stage: What to watch on Capitol Hill
Wealth Planning

Tax policy takes center stage: What to watch on Capitol Hill

As the debate heats up on Capitol Hill about extending the TCJA, there are several issues to watch including potential SALT cap relief and whether more tax cuts will be added to the final bill. Our Bill Cass highlights the latest on several key issues.

Quick Thought: US financial services policies shift to rules, regulations, and executive actions
Perspectives

Quick Thought: US financial services policies shift to rules, regulations, and executive actions

The financial services outlook includes more oversight by the US Congress and states. Regulations and executive actions will likely affect housing policies, digital assets, and ESG (Environmental, Social and Governance) investing in 2023.