Investment Commentary – May 27, 2025
Executive Summary Equities, bonds and the dollar all retreated last week amid renewed focus on the U.S. budget deficit and rising debt. Fresh tariff threats were also a reminder that trade developments remain, as evidenced by the equity markets’ decline and recovery in response to the threat and “kick the can” headlines related to European […]
House Passes Major Tax Bill: Key Provisions High-Net-Worth Taxpayers Should Monitor
House Passes Major Tax Bill – Key Provisions to Watch Last week, the House of Representatives passed a significant tax bill, which now heads to the Senate for approval. As this bill navigates the legislative process, remember that its provisions can change before it becomes law. Here’s what you should know about the key proposals […]