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Thoughts on Preparing for Potential Tax Changes

Election season is (mostly) over, and Joe Biden is preparing for his role as President in January 2021. While running for President, Biden proposed significant tax changes. But a big variable in his ability to achieve them will be driven by support of Congress and the Senate. Since control of the Senate won’t be determined until the runoff elections in Georgia in early January, it is impossible to predict if any of the proposed tax changes will actually come to fruition.  With... Read More
at Thursday, December 10, 2020
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Helping Our Neighbors RISE on Giving Tuesday

Like so much this year, #GivingTuesday will look and feel very different, not least because participants will respond to new and different priorities. Charitable giving has been a priority for many this year and we were inspired by how many of our clients, neighbors and friends have generosity committed to their favorite causes. These difficult times have truly brought out the best in many. If you’re still looking for ways to maximize your charitable giving this year, there are a... Read More
at Tuesday, December 1, 2020
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2020 Q3 Capital Market Review

Each quarter, we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets, including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the U.S. and international markets. Read More
at Monday, October 26, 2020
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2020 Q3 Market Update

State of the Markets In the third quarter of 2020, stock markets continued trending upward from the March lows, resulting in positive performance across all major asset classes. As of September 30, the global stock market (MSCI ACWI IMI) was up 8.1% for the quarter, resulting in a YTD increase of 0.5%. The U.S. stock market (Russell 3000) had positive performance of 9.1% for the quarter, resulting in a YTD gain of 5.4%. International developed markets (MSCI World ex USA IMI) rose 5.6% for... Read More
at Monday, October 26, 2020
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MBJ Guest Column: Making the Best of a Bad Situation

The coronavirus pandemic has created unprecedented disruption of the national economy and our daily lives, and we feel deeply for individuals and businesses that are struggling. The health and safety of our clients and community remain our focus, as we move further into the fourth quarter of a crazy year.  The CARES Act and other rules and regulations were passed by the federal government earlier in 2020. Some of the benefits from the law have expired, but others are still relevant.... Read More
at Friday, October 9, 2020
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