Welcome to All the Wiser, our wealth management resource center. It's dedicated to the simple notion that better wealth management decisions are made by well informed clients and advisors. Dig in to see the big picture.
The future of the estate tax: What can you do to plan now?
Many high-net-worth individuals and families, as well as estate planning practitioners, may remember — all too well — the uncertainty surrounding the federal estate tax that stemmed from the sunset of the Bush tax cuts in 2010. Now, we again find ourselves in a period of uncertainty. Donald Trump’s election to president and the Republicans’ control of Congress have created an ideal environment for significant tax reform, and many are calling for complete repeal of the estate tax.
April 2017 Market Perspectives
March returns for U.S. stocks were flat, with the broad market Russell 3000 adding less than one-tenth of a percent for the period. However, year to date, all the major benchmark indices remain in positive territory.
Q1 2017 Economic Perspectives
The U.S. economy grew by a lackluster 1.6% for the full
year 2016 – its slowest pace since 2011. While growth in the past year
was a full percentage point lower than in 2015, expectations are for a
pickup in the pace of growth for 2017.
PMFA Special Market Commentary: The Expansion Reaches a Milestone
At the end of March, the expansion will officially turn 93 months old – nearly twice as long as the average expansion length of 47 months. However, expansions don’t die of old age, and there appears to be plenty of reason to be optimistic about the near-term outlook for the economy.
March 2017 Market Perspectives
stocks in both developed and emerging markets also gained ground in
February, adding to their positive returns year to date. Emerging
markets have returned an impressive 8.7% YTD in U.S. dollar terms.
PMFA Retirement Plan Advisors Recognized in NAPA’s 2017 Class of “Young Guns” - Top Retirement Plan Advisors Under 40
Plante Moran Financial Advisors is pleased to announce that 3 members of our institutional investing practice, Steven Gibson, Cameron Kleinheksel, and Brett Reardon, have been named in NAPA’s 2017 Class of ‘Young Guns’ - Top Retirement Plan Advisors Under 40.