Market Outlook 2021: Goldilocks and The Frost – The Perils and Opportunities of Frothy Markets
Strong markets to end the year have emboldened many market participants and forecasters to expect a continuation of this strength into 2021.
Weekly Perspective: Broken Records and Chicken
At the risk of sounding like a broken record, we continue to be struck by the degree of extreme bullish sentiment, notably from retail, during the recent market advance.
Weekly Perspective: Fresh Start?
As much as the roaring stock market rallies embolden us not to even glance in the rearview mirror, there are many changes in markets that occurred in 2020 that will likely have lasting effects.
Planning Bulletin: To Be, or Not to Be?
There are a number of moving parts, and a meaningful uncertainty factor, as well as timing urgency. Notwithstanding, if you have significant unrealized LTCG, whether or not you choose to take an action step, you need to understand the choices.
Market Brief: The Schrödinger’s Cat Market
Just as that hypothetical feline was in two states at once, we see the market as being both early cycles, just emerging from a recession with lots of room for improvement, yet late-cycle due to full valuations and increasingly ravenous risk-taking.
The Point: The Year of the Record
The main trend that has intensified in 2020 is the high and increasing reliance of the financial markets on central bank-provided liquidity.
FP Quarterly: June 2020
For all the challenges of this year’s market environment, there is some upside. In a classic irony, we find ourselves in perhaps the most attractive wealth transfer environment of our lifetimes.
White Paper: What’s the Upside in a Downturn?
When interest rates and asset valuations fall together, the result for some is an unprecedented planning window. Today, as a consequence of the coronavirus and the resulting market and policy responses, we are seeing both.
FP Quarterly: December 2019
For those of you I haven’t met yet, I’ll start this edition of the Fieldpoint Quarterly by introducing myself. I’m Tim Tully, and a few weeks ago Fieldpoint Private’s Board of Directors asked me to take on the role of President and CEO.
White Paper: Liquidity Makes the World Go ‘Round
Over three decades of globalization, world nominal GDP expanded from $19 trillion to $89 trillion, a 4.5-fold increase.
White Paper: Squeezing the Stretch
On December 20, President Trump signed the SECURE Act. The new law, which applies to events occurring after 12/31/19, makes significant changes to the federal tax law around IRAs.
Intentionally Defective Grantor Trust (IDGT)
Shift future growth of assets out of your taxable estate by selling them into a trust, freezing their value for estate tax purposes, and minimizing the impact on your gift tax exclusion.