Trump Tax Reform Kickoff

Has Tax Reform Finally Arrived?

Rather than making piecemeal changes to the tax code, the Trump Administration would like to enact comprehensive tax reform, addressing the complexities and inefficiencies of the entire tax system.

Still Waiting for Godot

Populism and Washington dysfunction are two key risks for markets in 2017, and last week was an important one for both.

The US Presidential Election: A Brexit Redux?

Many Americans will head to the polls next Tuesday feeling caught between a rock and a hard place, forced to choose between two of the most unpopular candidates to vie for the Oval Office in recent history.

Serial Shutdowns and Debt Ceiling Crises: The Risks of Government Debt Dysfunction

Once again, our government successfully avoided the looming debt ceiling crisis and threats of a ratings downgrade. Procrastination won out over policy, as our government leaders kicked the can down the road for another three months. This should come as no surprise, as it has happened before and will likely happen again. Despite the intense […]

Elections 2012: Implications for Securities Markets

What do the results of the recent U.S. elections – most importantly the re-election of President Obama and the retention of the U.S. Senate by the Democrats and the U.S. House by the Republicans – portend for securities markets?