Monthly ArchivesFebruary 2019

Cut Capital Gains Liability by Investing in Opportunity Zones image

What does it take to spur private capital to invest in areas that are struggling to create jobs and develop their communities? Would a tax break on capital gains realized by investors be enough to inspire them to reinvest those gains in low-income urban and rural communities across the country? Congress has decided to give that theory a try by creating something called Opportunity Zones: designated areas of the country that are crying out for long-term investments but which, until now, have offered little incentive for such speculation. The idea, established by Congress in the Tax Cut and Jobs Act of 2017 (TCJA), offers a mechanism that enables investors with capital gains tax liabilities across the country to receive favorable ...

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January 2019 Market Update & Outlook image

Monthly Recap January 2019 came and went with much less volatility and fervor than we saw in December. Most equity markets saw meaningfully positive gains as the markets recovered from a treacherous Q4. To recap, here are just some of the noteworthy events and stories from January: The Fed left interest rates unchanged and signaled some potential policy adjustments (more on that below)Theresa May's Brexit vote failed spectacularly, however, she did survive her confidence vote. Lots of unanswered questions regarding their path forward and the Bank of England seems worried about the effects on the overall economy.Home sales sank 6.4% in December to their weakest level since 2015, ending a difficult year at a new low and offering ...

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