Nat Kellogg, CFA
Director of Manager Search, Managing Partner
On December 20, 2017, Congress passed the final version of the Tax Cut and Jobs Act (H.R. 1). This tax reform bill is estimated to be a $1.5 trillion tax cut and represents the most significant reform to the U.S. tax code since the 1986 tax cut passed under President Reagan. This newsletter will address the most important changes as it relates to the economy, markets, and our client portfolios.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice nor an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
S&P 500 companies have become “cash rich” as the combination of tax reform and a decade of strong economic growth…
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