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A New Era for Sustainable & Impact Investing? Predictions for the Biden Administration

With the two Senate seats in Georgia being won by Democratic candidates, there is greater clarity surrounding President-elect Joseph R. Biden’s ability to execute on campaign promises, including those related to sustainable and impact investing. 

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Beneficiary Designations

Beneficiary designations are powerful tools. Depending on the asset, your designations provide an initial source of liquidity for named beneficiaries until your estate is settled and fully distributed. 

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Reverberations of the Blue Ripple

January 11, 2021

Aligned control of Congress is likely positive for the economy, but a headwind for equities due to the threat of higher taxes.
 

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The Blue Ripple Appears to Have Continued

January 6, 2021

Aligned control of Congress should enable greater implementation of the Biden policy agenda, which is probably neutral to positive for the economy, but more problematic for stock markets due to potential tax increases. 

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50:50 – What It Means for President Biden’s Tax Proposals

January 6, 2021

Independent of this week’s elections, tax law change is a persistent concern. If changes do not come now, they will come either as a result of future elections or the sunset of portions of the current law on December 31, 2025.  

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All Eyes on Georgia

January 4, 2021

Ahead of the Georgia Senate runoffs, economically tenable political gridlock is the most likely outcome in 2021; however, investors shouldn’t entirely write off the alternative.

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Anticipating the “Next Normal”

December 28, 2020

Expect larger federal debts/deficits, higher productivity and inflation fears to be the reality in a post-pandemic economy.
 

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2021 Themes

December 21, 2020

Rising COVID-19 cases may cause near-term disruption, but the outlook for a vaccine-induced recovery remains a distinct tailwind.

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Establishing Personal Wealth Goals and Preparing a Balance Sheet

As we look ahead to a new year with cautious optimism, now is an opportune time to take the first steps in establishing short- and long-term financial goals. 

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One Step Ahead of What’s “Next”: 2021 Themes and Investment Implications

December 16, 2020

Following a tumultuous 2020, we seek to understand the backdrop and driving factors underlying the economy and markets' path forward in 2021.

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It Ain’t Over ‘Til the Peach State Sings

December 14, 2020

The most likely outcome in ‘21 is economically tenable political gridlock, but investors shouldn’t entirely write off the alternative.

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Bitcoin: A Not-So-Safe Haven

December 7, 2020

Amid low yields, investors are seeking alternative stores of value, but bitcoin appears poorly equipped to serve this purpose.

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