A YEAR OF TRANSITION

2017 OUTLOOK

Our thought leaders provide their perspective on the investment and tax landscape in 2017, including planning strategies to consider for the year ahead.


 
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The Economy and Markets


Ronald Sanchez, Chief Investment Officer, shares his views on the markets and economy for the year ahead.

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Equities


With equities continuing to break new ground, Carin Pai, Director of Equity Management, discusses themes and opportunities for 2017.

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Fixed Income


Rising rates and new government policies will impact the bond market in 2017. Jeffrey  MacDonald, Director of Fixed Income Strategies, shares his views.

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Tax Planning


Tax planning may be getting simpler. Craig Richards, Director of Tax Services and Strategy, discusses strategies and action steps to prepare for the changing landscape.

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MARKET COMMENTARY

Alternative Investments Outlook

12.23.2016 - Wayne A. Sprague

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MARKET COMMENTARY

Asset Allocation Outlook

12.23.2016 - Viraj B. Patel, CFA

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MARKET COMMENTARY

The Next Generation Is Reshaping the Global Economy

12.23.2016 - Emily Dreas

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MARKET COMMENTARY

Emerging Trends: Technology and Innovation

12.23.2016 - Lawrence A. Sternkopf, CPA

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