Where Do We Stand on Tax Filing and Payment Deadlines?

Among the many changes in our lives, our tax filing obligations have also been in flux. The new rules have been a moving target but we seem to have some clarity that we can work with. According to IRS guidance, current rules are as follows: The filing date for...

What Now? Another COVID-19 update, March 12, 2020

The global economy and markets are dramatically different today than they were when the year began. Just a few short weeks ago, the Federal Reserve Bank of Atlanta was tracking first quarter 2020 U.S. GDP growth at a 3.1% annual rate. Today, our base case is that the...

Coronavirus, Oil price shocks and managing market risk

As we have communicated multiple times over the last week, the coronavirus  (COVID-19) has caused major uncertainty and disruption in the global economy.  The impact on the U.S. economy (and related disruption in our daily lives) is starting to be felt. Our...

Perspective (Coronavirus and the markets)

The coronavirus (COVID-19) outbreak entered a new phase over the past week. Although the growth rate in cumulative cases has slowed in China, many more cases have been confirmed outside of China, raising fears of a global pandemic.  Global economic uncertainty related...