_q4-2017-investment-outlook.jpg "Q4 2017 Investment Outlook from private limited company by guarantee Video Screenshot Preview")
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⏲ Duration: 25 min 68 sec
✓ Published: 19-Oct-2017
✓ Published: 19-Oct-2017
Description:
David Donabedian, CFA, Chief Investment Officer and Linda Beerman, Head of Wealth Strategies, discuss our outlook for the markets, tax policy and year-end tax planning. Joining them are Gary Pzegeo, CFA, Head of Fixed Income, and H. Arthur Graper, CFP®, Senior Relationship Manager.nnDisclosures:n1 The Net Investment Income (NII) tax went into effect on January 1, 2013, and is imposed by Section 1411 of the Internal Revenue Code. The NII tax applies at a rate of 3.8% to certain net investment in
David Donabedian, CFA, Chief Investment Officer and Linda Beerman, Head of Wealth Strategies, discuss our outlook for the markets, tax policy and year-end tax planning. Joining them are Gary Pzegeo, CFA, Head of Fixed Income, and H. Arthur Graper, CFP®, Senior Relationship Manager.nnDisclosures:n1 The Net Investment Income (NII) tax went into effect on January 1, 2013, and is imposed by Section 1411 of the Internal Revenue Code. The NII tax applies at a rate of 3.8% to certain net investment in
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