Category Archives: Quarterly Newsletters

Quarterly Insight, Q3 2020

Legislative News and Updates – Q3 2020 Updated IRS Guidance on CARES Act: On July 9, 2020, the IRS provided additional guidance on CARES Act provisions to expand the definition of a “qualified individual” as well as “qualifying conditions”. For more information on the enhanced provisions, click here. ESG Proposal from the DOL: The Department […]

Quarterly Insight, Q2 2020

Economic Outlook at a Glance – (Q2) 2020 Outlook This quarter’s themes: Cautious is the watchword; Growth concerns; Geopolitical risks remain; Fundamentals and risk assessment are key. To read more about these themes, click here. Legislative News and Updates Swift passing of the CARES Act: The Coronavirus Aid, Relief, and Economic Security Act, commonly known […]

Quarterly Insight, Q1 2020

Economic Outlook at a Glance (Q1) – Walking a tightrope. This quarter’s themes: Economy in 2020: Stable growth with political noise. Fixed income: Low and stable rates. U.S. equities: Earnings hold the key. International equities: Hard to ignore in 2020. Read attached document for more information. (source: JPMorgan Quarterly Perspectives) Legislative News and Updates The […]