Our Latest Policy Pulse
The policies that come out of Capitol Hill can have significant consequences for you and your wealth. Please see below for a summary of recent developments.
Preparing for Tax Hikes: Plan But Don’t Panic
As the administration looks to fund new multitrillion-dollar economic packages, there is a strong probability of at least some tax hikes ahead. Here’s a look at what could happen and how to mitigate potential increases.
Watch the Replay: Politics & Portfolios - The First 100 Days
With the inauguration of our 46th President complete, CIO Leo Grohowski and policy expert Dan Clifton discussed the new administration’s policy priorities and what investors should watch.
Watch the Replay: Post-Election Planning & Portfolio Implications
Hosted by Chief Investment Officer Leo Grohowski, listen as our experts explore potential policy initiatives under a Biden administration and their impact on markets and portfolios.
White House Briefing Room
Official White House communication on legislation, presidential actions and other issues.
COVID-19 Tax Relief for Individuals and Families
Check the status of stimulus payments and learn about tax relief options.