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Making Good Become Great: Investing in Opportunity Zones

The Tax Cuts and Jobs Act (“TCJA”) of 2017, has been viewed as a “win” for domestic businesses and economic growth, as lower taxes expanded corporate earnings and boosted investor returns. Individual taxpayers also benefitted from tax breaks and touted simplified filing requirements. But, how is one supposed to realize last year’s 20%+ market return, not to mention the over 4x return since the S&P500 bottomed in early 2009, without having to give up a meaningful chunk of those gains to the IRS. Business-builders and entrepreneurs with low cost basis stocks face the same tax planning conundrum. In fact, it is estimated that there is as much as $6 trillion in unrealized capital gains held (or trapped?) in investment portfolios.

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CIO Insights: Buy The Dip

Equity markets around the world have declined by roughly 10% from their recent peak. We are not of the view that this decline is indicative of a broader selloff in equity markets and instead see this as an opportunity to add to equities at attractive levels. The decline has largely been led by large technology stocks (Amazon, Netflix, Alphabet) after they had experienced a multi-year bull market, but no sectors outside of Utilities and Consumer Staples were spared. The S&P 500 index grew earnings by roughly 22% in the third quarter but guidance for future quarters was muted due to uncertainty around US/China trade negotiations.

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MLPs: A Compelling Opportunity

Master Limited Partnerships (“MLPs”) experienced a significant sell-off between February and March, marking the 5th and 8th worst months, respectively, since the beginning of 2008 for the asset class as defined by the Alerian MLP Index.

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Decrypting Cryptocurrencies

Bitcoin, cryptocurrency, and blockchain technologies have become a hot topic for investors. But how many of us really understand this new digital currency? In this 20 minute presentation, our Head of Research Wayne Yi provides an educational tool to help you familiarize yourself with bitcoins, blockchain, and cryptocurrencies in general.

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