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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 […]
Contrary to what you may have heard, the agency’s $80 billion budget increase is not for financing an auditing army As published in Rethinking65 by Mallon FitzPatrick and Alicia Denton Jan 4, 2023 – If recent headlines are to be believed, an armed unit of IRS agents […]
As published in wealthmanagement.com By Stuart Katz, Chief Investment Officer Jan 1, 2023 – Central bank monetary policy, corporate profits and investor behavioral tendencies will largely impact the path of markets over the next year. As the Federal Reserve has lifted short rates, the entire yield curve […]
As published in Wealthmanagement.com By Jeanette Garretty, Chief Economist Jan 1, 2023 – The last half-decade has seemed to have a certain “rush-to-get-there” quality, exemplified by high-tech unicorns, COVID frustrations, cryptocurrency dreams and Federal Reserve monetary policy. Towards the end of 2022, a change appeared to be […]
