Autumn Arrives With a Wall of Worry – September 8, 2026
Good morning, Hopefully you had a nice Labor Day weekend as we said goodbye to summer ’26. Equity markets had a solid run this summer, driven by booming corporate profits and continued strength in technology. Perhaps just as important, the march higher in stock prices seemed largely impervious to rising yields and the extended conflict […]
Opportunity Zone Deadline Approaches: Is Your Tax Plan Ready?
For taxpayers with Opportunity Zone investments under the original program, the deferral window closes on December 31. Any capital gain deferred into a Qualified Opportunity Fund must be recognized as income this year, regardless of whether the investment has been sold or produced any cash to cover the tax. That gap between when the gain is taxed and when cash is actually on hand can create a liquidity crunch, and it’s worth getting ahead of before year-end.