What are Alternative Investments? The traditional approach to investing in public markets involves, directly or indirectly, taking an ownership position in a publicly traded company or serving as a lender to a corporate or governmental entity....
The key themes of 2019 continue to be accommodative central banks and the seemingly daily developments surrounding trade relations between the U.S. and its partners. The U.S. economy has taken a bit of a rollercoaster ride. Some signals have...
New Massachusetts Short-Term Rental Law Deadline – July 1, 2019 On July 1, 2019, a new law regulating and taxing short-term rentals in Massachusetts will go into effect. This new law expands the state’s hotel and motel tax to include the short-term...
Optimism returned during the first quarter of 2019, following a difficult fourth quarter during which the S&P 500 Index dropped 13.5%. Boosted by a suddenly dovish Fed and a White House that now seems reluctant to further increase tariffs on China,...
Our Women & Wealth series offers insights about the multi-faceted relationship women have with money, career, managing their finances, and how that all affects their personal lives and families. This month, I was honored to interview Christa Carone,...
The fourth quarter began on an upbeat note for U.S. equity markets as participants responded positively to a deal forged by the U.S. and Canada to salvage NAFTA as a trilateral pact with Mexico, rescuing a three-country, $1.2 trillion open-trade...
At the end of 2017, the Tax Cuts and Jobs Act was signed into law. This law made significant changes to our tax code that changed or eliminated many deductions and changed the landscape of tax planning opportunities. As we near year-end, it is...
The change of control in the U.S. House of Representatives is unlikely to have a major impact on the business cycle unless there is a meaningful impact on taxation or spending. We don’t think either is likely. Most of the new laws enacted by the Tax...
Many of our clients give to charitable organizations, but may wonder if there are better ways to maximize the impact of their altruistic efforts, both from their own perspective and that of their organization. If you fall into this camp, this post...
Have you heard about the recent changes to 529 education plans? The benefits under 529 plans have expanded for 2018, and beyond. Now parents and grandparents are in a better position to help their children plan ahead for education expenses and...
