John Mariscalco, CFA
Vice President, Wealth Advisement
We recently penned a letter outlining how the Tax Code changes may impact capital market expectations. Although the changes to corporate tax provisions were meaningful we concluded that the legislation is expected to modestly impact capital markets and that clients need not make material changes to their long-term asset allocation based purely on the passage of the bill. A copy of the report, titled How Will Tax Reform Impact Asset Classes? can be found on our website here. The following newsletter addresses the impacts to individual investors.
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.
With the value premium seemingly in decline, value investors have had a lot to complain about over the past ten…
Through October, bank loans are up only 3.7% compared to high yield’s 7.5% return, and the disparity between the two…
Historically, healthcare organizations have covered their cost of debt by investing in a conservative mix of fixed income securities. However,…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.Contact Us >