Investment Security Group

Is "American Exceptionalism" over? Read our recent note which digs into the nuance around what the markets are telling us.

https://investsg.com/blogs/insights/weekly-wisdom-with-stephanie-link-is-american-exceptionalism-in-question

Year-end is quickly approaching, and this time of year offers us the impetus to do some planning related to taxes and finances. See our latest blog post related to 2024 Year-End Tax Planning Opportunities. Please reach out to us with any questions.

2024 Year-End Tax Planning Opportunities View PDF version HERE Tax planning is an all-season activity, but year-end provides the urgency that many need to focus on and unearth any additional opportunities for the current tax year and beyond. Previously, it was predicted that the provisions in the 2017 Tax Cuts and Jobs Act would expire at....