Beyond Bulls & Bears

Muni Market View on The American Jobs Plan
Fixed Income

Muni Market View on The American Jobs Plan

US President Joe Biden recently announced an ambitious new $2 trillion infrastructure plan, which touches many areas of the US economy. Jennifer Johnston, director of research, Franklin Templeton Municipal Bonds, outlines some highlights of this sweeping legislation, and how it could impact the muni market.

Quick Thoughts: How Might the Markets React to Changes in Personal Taxes?
Perspectives

Quick Thoughts: How Might the Markets React to Changes in Personal Taxes?

Can President Joe Biden muster the votes to raise personal income and capital gains taxes, and if he can, will stocks tumble? Our Chief Market Strategist Stephen Dover discusses.

Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan
Perspectives

Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan

The American Jobs Plan is not only the biggest traditional infrastructure proposal in over 50 years, but if approved, it will also fund significant investments in human and environmental infrastructure. However, its implications include significant changes to corporate and individual tax rates. Chief Market Strategist Stephen Dover believes environmentally aware investing will likely substantially increase and fossil-fuel companies will likely lose. He says the wise investor will look at how infrastructure is changing.

A Taxing Subject: Tax Implications for US Investors Under Biden
Education

A Taxing Subject: Tax Implications for US Investors Under Biden

Changes in government inevitably bring new priorities and policies, one being the area of taxes. Fiduciary Trust International Managing Director Craig Richards examines possible tax implications for individuals under President Joe Biden’s new administration.

Quick Thoughts: 2020 US Elections and Personal Tax Considerations
Alternatives

Quick Thoughts: 2020 US Elections and Personal Tax Considerations

Our Head of Equities, Stephen Dover, and Fiduciary Trust International Managing Director, Craig Richards, consider the US elections’ possible impacts to personal taxes. Both a “blue wave” or another Republican administration may encourage taxpayers and investors to start their 2021 tax planning now.

The Least-Known Tax Break?
Education

The Least-Known Tax Break?

Gail Buckner, CFP, our personal retirement and financial planning strategist, walks through a little-known tax credit called the “Saver’s Credit” you may want to learn more about.