From Our Blog:

The Impact of Trump's Proposed Tax Plan on You

On the campaign trail Donald Trump proposed significant changes to the income and transfer of taxation of individuals. Immediately upon Steven Mnuchin’s appointment as Secretary of the Treasury, Mnuchin made it clear there would be major changes to the tax code, the likes of which haven’t been seen since the Reagan years. With the House and Senate both in Republican control, there is a high probability that current individual income tax provisions will be changed and changed relatively quickly.

What does Trump have in store for you?

President Trump has proposed a number of major changes that are being considered. What the Trump administration’s proposed tax plan means to you is still up in the air, but if history is any indication of what we might see, you can expect lower income tax rates, plus the possible elimination of the estate and gift tax.

You can read more about how the president’s proposed tax plan might affect you on Gross Mendelsohn’s blog.

If you have questions on how Trump’s plan might affect your taxes, contact our office.
Investor Education
Brooke Peterson

3 Ways Typical Risk Tolerance Questionnaires Are Missing the Mark

Financial advisors have used risk tolerance questionnaires for years now, but they often leave too much room for interpretation. Investors are pigeon-holed into stereotypical categories based on a subjective risk questionnaire that nearly always misses the mark. This can leave investors with a portfolio that does not align with their investment goals and objectives […]

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Maryland 529 Plan
Investor Education
Michael Little

Some Maryland 529 Plans Just Got a Lot More Flexible

Along with the passage of the Tax Cuts and Jobs Act legislation, there are new guidelines that affect Maryland 529 plans. If your child has a Maryland 529 plan, you’ll want to read on to learn about some changes that expand the list of qualified educational expenses. What’s Different As a Result of the New {…]

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Investment Strategy
Steven Hannigan

Investment Outlook: New Year + New Tax Code = More Growth?

As we look forward to 2018, let us reflect on how remarkable the last twelve months were for the major market indices. Contrary to the usual roller-coaster ride we experience with stocks, 2017 was an amazingly smooth journey to new all-time highs. The S&P 500 was so consistent that the index finished every month of the calendar year […]

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