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Capital Perspectives Quarterly Client Call

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Capital Perspectives Quarterly Client Call
Capital Perspectives Quarterly Client Call




Did you miss Chief Fiduciary officer, Don DiCarlo, on our Capital Perspectives quarterly call? Listen to the replay and hear him discuss with Chief Investment Officer Tony Roth and Chief Economist Luke Tilley:
  • How tax reform will impact investments, economic growth, and business enterprise activity
  • Whether we should expect a stock pullback
  • The role of alternatives as a potential source of return at a time of stretched stock valuations and low bond yields


For more on the tax law's potential wealth planning implications, we recommend the following articles:

Make the Most of Tax Reform
Issues & Insights: Tax reform made simple?
2017 Tax Cuts and Jobs Act





Featured speakers



Tony Roth
Chief Investment Officer

Luke Tilley
Chief Economist

Don DiCarlo
Chief Fiduciary Officer




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