Insights Archive - Page 5 of 15

Company News

Celebrating Wanda Doles

We take pride in recognizing and honoring the invaluable contributions of our team members. Join us in congratulating Wanda Doles on her 10-year anniversary with our firm.

Taxing Matters

Massachusetts Millionaires Tax In 2023

Significant changes are coming for Bay State taxpayers in 2023 with the implementation of the “millionaire’s tax” and the long-awaited deduction for charitable contributions.

Economic & Market Commentary

Fixed Income Q3 2023

After a strong sell-off in 2022, bonds now offer much higher returns. We see limited downside risk in short- and intermediate-term bonds, as the bias towards rates is now to the downside.

Economic & Market Commentary

Equities Q3 2023

Inflation, although high, is gradually coming down, measured on a year-over-year basis. The Fed has signaled that short-term interest rates might have reached their peak but are likely to remain elevated for an extended period.

Economic & Market Commentary

Economy Q3 2023

The economy proved resilient in the recent quarter, despite the effects of rising interest rates implemented by the Federal Reserve. The Fed is trying to orchestrate a “soft landing” by bringing inflation under control without triggering a recession.

Planning & Guidance

Navigating Estate Planning

Estate planning is a process involving the guidance and counsel of professional advisers who are familiar with your goals, your assets, and your family structure. In this article are the documents that make up a typical estate plan and some general information on each.

Diversity, Equity, and Inclusion

UNCF’s Impactful Partnership with Howland Capital

The UNCF Lighted Pathways Program, backed by Howland Capital Management, offers students the opportunity to gain valuable finance industry experience. Luz Perez-Arias, a Fordham University rising junior, showcased the program's commitment through her summer internship at Howland Capital, embodying our mission to cultivate a diverse and inclusive future within finance.

Taxing Matters

The Inflation Reduction Act (IRA) & What You Should Know

In August 2022, President Joe Biden signed into law the Inflation Reduction Act (IRA), which includes tax incentives you may be able to take advantage of as they relate to energy efficient home improvements and the purchase of electric vehicles.

Economic & Market Commentary

Fixed Income Q2 2023

As the Fed maintains its stance on higher interest rates, the short end of the fixed income yield curve has adjusted to reflect this likelihood. After a prolonged period of bond yields hovering between zero and one percent, we now have the opportunity to invest in high-quality bonds with short maturities that yield above five percent.

Economic & Market Commentary

Equities Q2 2023

Despite the ongoing global challenges, the stock market has shown impressive resilience in 2023. The S&P 500 Index has returned over 14% year-to-date, and the MSCI's All Country Worldwide Ex-U.S. Index is up by more than 8%.

Economic & Market Commentary

Economy Q2 2023

Not done yet. That was the message Federal Reserve Chair Jerome Powell delivered at the June 14th Federal Open Market Committee meeting. Despite opting to pause on increasing rates for the first time in fifteen months, Powell indicated that more increases are likely in the future.

Company News

Maureen Quigley Joins IAA Board of Governors

We are pleased to announce the recent appointment of our very own Maureen Quigley, Partner, Portfolio Manager, and Chief Compliance Officer, to the Investment Adviser Association Board of Governors (IAA).