Kaizen Capsules

The day after election night, we distributed a Kaizen Capsule with our first reactions to the election results. Now, with emotions still running high and markets moving steadily moving up, we wanted to follow up with some additional thoughts on where the market is now.

Many of President-Elect Donald Trump’s policy proposals are too vague to analyze, but one area where he has been clear is on reforming our tax system. Here’s a quick primer on the changes that could be introduced to Congress in the coming year.

Life is full of surprises. Last night is certainly an example of that. One thing we know for certain is that markets don’t like surprises.

The consensus over the prior two days was a Clinton victory, which was largely anticipated and factored into market expectations. Clinton offered a continuation of the status quo, a known, predictable and stable direction going forward.

Assisting with estate planning is one of the valuable, though often overlooked, services we provide.

One hundred days after the Brexit scare, nine months after the most recent Fed rate hike, the markets once again confounded nervous investors by rising instead of falling.  Last week, Fed Chairperson Janet Yellen told the world that the U.S.