How Will Tax Reform Impact Individual Investors?

January 23, 2018 | 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.

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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.

John Mariscalco, CFA
Vice President, Wealth Advisement

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