What We're Reading - December Edition
Submitted by InFocus Financial Advisors, Inc. on December 16th, 2020- Morningstar – What May Be in Store for Taxes Under Biden
- A nice primer on what the potential tax landscape looks like under a new administration. There are still plenty of uncertainties with the Georgia run-off election
- JP Morgan Private Bank – End of Year Tax Planning
- https://privatebank.jpmorgan.com/content/dam/jpm-wm-aem/documents/en/investing/us-taxes/2020-Year-end-tax-planning-at-a-glance.pdf
- Simple .PDF from JP Morgan Private Bank on year-end tax planning items most retirees should be reviewing.
- JP Morgan Asset Management – Which Regions Will Outperform In the Year of the Vaccine?
- https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/which-regions-will-outperform-in-the-year-of-the-vaccine/
- Different markets around the globe may react differently as the vaccine is rolled out. This sums up that possibility nicely.
- BlackRock – Student of the Market November
- https://www.blackrock.com/us/financial-professionals/literature/investor-education/student-of-the-market.pdf
- If you haven’t seen BlackRocks “student of the markets” pieces, they are a wonderful illustration of market dynamics and lessons for investors.
- Morningstar – With Yields So Low, Where Do You Go?
- https://www.morningstar.com/articles/1013726/with-yields-so-low-where-do-you-go
- Great commentary on an issue that is top of mind for us. How will investors fare with lower yields moving forward? What should you do about it?
