Tax Planning Amid a Divided Congress
With the start of tax season looming, here’s what taxpayers need to know about effective planning amid the uncertainty posed by the partisan split between the House of Representatives and Senate. By Mallon FitzPatrick and Alicia Denton January 25, 2023 – Earlier this month, Robertson Stephens Managing Director and Head of Wealth Planning Mallon FitzPatrick […]
Confirmation Finally
January 25, 2023 Good morning, A key long-term breadth indicator (a technical signal), the percent of stocks above their 200-day moving average (dma), confirmed recent short-term breadth thrusts yesterday. The market has finally given longer-term confirmation of the short-term positive signals registered in October and November last year. What does this mean to our recent […]
Despite Tech’s Rescue – Still Range Bound
January 23, 2022 Good morning, For the first time in months, technology stocks came to the rescue of the broader market last Friday. The holiday shortened week had gotten off to a rough start with the S&P 500 Index down over -2.5% through Thursday night. Most of the other domestic equity indexes were worse, and International […]