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Category Archives: Research Insights

The Need For Longer-Dated US Debt

The Need For Longer-Dated US Debt

For the last several years, historically low interest rates have provided the US government an attractive option to extend the average maturity of US Treasury obligations, saving taxpayers billions of dollars.

Election Update

Election Update

We participated in an election update conference call this morning with Dan Clinton, Strategas’ Head of Political Research, and David Wasserman, the House Editor for The Cook Political Report. Read more about what Dan Clinton and David Wasserman had to say on the upcoming election.

Autonomous Vehicles Impacting You

Autonomous Vehicles Impacting You

Summary A week ago we touch on the impact of autonomous vehicles. It’s a world of possibility out there. We have to keep both our eyes and our minds open for it. Ride-sharing service Lyft has a 10-year plan where it is thought that private car ownership will “all but end” by 2025. The complexity is

Treasury Prompts Planning Opportunity

Treasury Prompts Planning Opportunity

The past month has brought about a number of concerns from those in the estate planning world after the Treasury Department released new proposed regulations for Section 2704 of the Internal Revenue Code.

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