In This Issue

Bond Market Perspectives | Week of January 22, 2018

Treasury yields have seen a significant increase since early September 2017, but credit markets aren’t showing any signs of stress.

Weekly Market Commentary | Week of January 22, 2018

We expect a solid fourth quarter earnings season and believe a 14-16% year-over-year increase in S&P 500 earnings is achievable.

Art and Collectibles: Planning for the Transfer of Your Treasured Property

When it comes to your estate, be sure to make a plan for transferring your treasured items.

Options for Inherited Assets From an Employer-Sponsored Retirement Plan

Inherited money from a deceased person’s 401(k), 403(b), or 457 plan? Your options in managing those assets will depend on your particular circumstances.

Will You Really Be in a Lower Tax Bracket When You Retire?

The federal income tax rate you face in retirement could be the same as the one you have now. Here’s are some considerations for estimating your future tax rate.