Capital Building in Washington D.C.

Legislation & Policy

What they mean for your wealth plan.

Take a deep dive into the latest economic, tax and financial policies that could influence your wealth strategy. Find out what our experts will be factoring in when they consider your plan and get details on what to expect in the short- and long-term.

Key Questions: What Does Fiscal Stimulus Mean For Fixed Income?

Interest rates may continue to climb, but some bonds stand to benefit.

Stimulus Round Three: What the American Rescue Plan Act Means for You

On March 11, 2021 President Biden signed into law the $1.9 trillion American Rescue Plan Act of 2021 (“ARPA”), the third relief package implemented to address the COVID-19 pandemic.

Key Questions: How Much Stimulus Is Too Much?

How much stimulus would trigger inflation might be the bigger question.

Key Questions: What Will Joe Do?

Well, it’s over. Almost. The largest (with respect to turnout), most expensive, and arguably the most contentious election in our country’s history appears to have ended.