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Insights & Education


We strive to keep you informed as changes materialize and work with you to help determine how these changes might impact your financial and legacy plans. Do not hesitate to contact us if you ever have any questions about this content.

First Quarter 2022 Market Update Thumbnail

First Quarter 2022 Market Update

A breakdown of today's volatile markets including the historic inflation pressuring companies and consumers alike to the downwind effects that war in Ukraine is having on global energy prices.

Washington Policy Research - March 2022 Thumbnail

Washington Policy Research - March 2022

Western governments have responded to Russia’s invasion of Ukraine by imposing massive sanctions on Russia. However, these actions are not cost-free for the West, with the rising price of oil being exhibit number one. These events have brought a renewed focus on US energy policy.

In The Markets Now - The Fed Raised Rates Thumbnail

In The Markets Now - The Fed Raised Rates

So while near-term volatility is likely to continue, it is worth remembering that the longer-term performance around first rate hikes has been pretty good. Higher interest rates may eventually challenge the market, but if the Fed strikes the right balance between taming inflation without curbing growth too dramatically, the US economy could end up in a pretty good place heading forward.

In The Markets Now - The Recession Predictor Thumbnail

In The Markets Now - The Recession Predictor

The yield curve is powerful, and at the very least is signalling a cooling economy. Volatility should remain heightened and the bar for investing success is raised. But in the end, we think it is worth taking the time to digest the larger picture and not rely on any single indicator.

Washington Policy Research - July 2021 Thumbnail

Washington Policy Research - July 2021

As part of his plan to fund key initiatives, President Biden has proposed several tax changes, including taxing unrealized capital gains over $1million at time of death and altering how estate taxes are calculated. Click on the link below to read about how these discussions are going and possible outcomes.

Washington Policy Research - June 2021 Thumbnail

Washington Policy Research - June 2021

President Biden is proposing that investment income be taxed at the same rate as ordinary income, or as high as 43.4% Click on the link below to read Strategas’s thoughts on potential tax law changes and when we might expect to see final results.

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