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Since the beginning of 2019, we have predicted, correctly, that actions in Washington would bring volatility to the markets this year. A new potential contributor to this volatility is the recently announced House inquiry into whether there are grounds to bring articles of impeachment against President Trump.

Our white paper, The House Considers Impeachment: Where Do We Go From Here?, considers the paths the impeachment inquiry might take. It reviews the alleged facts, discusses how the House and Senate deliberations might proceed, and considers how the ancillary consequences of the inquiry, as well as the inquiry itself, could affect the markets.

You may access the white paper here.

October 5, 2021 in Financial Planning, Income Tax, Life Insurance, Tax Code

Private Placement & Tax Mitigation

Much of the conversation coming out of Washington recently has been centered around the potential $3.5 trillion infrastructure bill and the potential tax changes that will be enacted to help…
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August 11, 2021 in Life Insurance

Life Expectancy vs. Life Insurance

Life expectancy is on the decline due to COVID-19. In a recent report published by the Center for Disease Control’s (CDC) National Center for Health Statistics, life expectancy (LE) in…
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July 22, 2021 in Estate Tax, Life Insurance, Tax, Tax Code, The Washington Update

Wealth Transfer Under the Biden Tax Plan

President Joe Biden is proposing to eliminate “stepped-up basis” on property transferred at death. Under his plan, unrealized appreciation would be subject to capital gains tax at the time an…
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October 22, 2019 in Estate Tax, Fiscal Policy, Income Tax, Tax, Tax Code, The Washington Update, Washington Report

The House considers impeachment: Where do we go from here?

Since the beginning of 2019, we have predicted, correctly, that actions in Washington would bring volatility to the markets this year. A new potential contributor to this volatility is the…
Read More

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