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Jim McDonald: Where Things Stand

July 18, 2016: Markets in the first half of this year faced worries about a U.S. recession and a Chinese hard-landing, along with Britain’s recent vote to leave the European Union. What’s our outlook from here?

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Wealth Management Insights & Research

Gain insight into the rapidly changing financial landscape, and stay ahead of trends and developments with analysis and perspectives from our experts.

Tax Update: The New Democratic Tax Plan

July 29, 2016

Details of the post-Convention tax reform for “A Fair Tax Code”

Municipal Risk Factors and Competitive Markets

July 21, 2016

Municipal bonds dominate the fixed-income portfolios of most high-net-worth investors, featuring a tax-exempt status that holds greater appeal for private investors than other bond market sectors.