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Integrated Wealth Management

Planning Newsletter - Oct 2017

Tax Reform or Not

  • The recent tax proposal would significantly change income taxes, but there are many important provisions that have not been specified.

  • The most noteworthy part of the proposal is a full repeal of the estate tax.

  • Due to the makeup of Congress and the expected costs of the tax proposal, some sort of compromise will be required to push any changes through.

Remembering the Last Crisis

  • The 10 year anniversary of a record S&P 500 high point is upon us, with several other crisis period anniversaries like the Lehman bankruptcy coming in succeeding months.

  • Reflecting on your experience back then and looking at the recoveries of other financial crises can help prepare you for the next one.

  • A key part of a good long-term investing experience is being able to stay with your investment philosophy, even during tough times.