Donald Trump

• VoicesTrump vs. Obama — who had the best 3rd year stock market gains?

  Over longer periods of time, the data makes a compelling partisan distinction.

  January 28

  

  Allan S. Roth

  Founder

  Wealth Logic
• Tax planning

  Family-owned businesses urged to sell before the party ends

  The potential for higher taxes next year may accelerate deals.

  January 14

  
• Election 2020

  Elizabeth Warren starts winning begrudging respect on Wall Street

  For some, the Democratic senator is an acceptable alternative to candidates who trigger their most visceral objections.

  July 3

  
• Capital gains taxes

  White House planning capital gains tax cut via executive order

  Officials hope to peg capital gains to inflation before the president faces reelection.

  June 27

  
• Hedge funds

  Hedge funds for all? SEC ponders letting in the not-so-rich

  Opening the door to retail money comes with risks, including the danger of exposing financial neophytes with relatively limited savings to complex investments.

  June 18

  
• Retirement planning

  House votes to ease RMD rules on IRAs

  The approved legislation relaxes rules for retirement savers.

  May 23

  
• Regulatory actions and programs

  Voices: Trump seeks tighter rein on agencies like the SEC

  Previous Republican and Democratic presidents have declined to assert authority over independent agencies, partly because the legal issue isn’t simple.

  April 25

  
• VoicesTrump vs. Obama: Who had best 2-year stock market gains?

  It’s often hard to know just what is driving investor decisions.

  January 22

  

  Allan S. Roth

  Founder

  Wealth Logic
• Tax planning

  Business owners get IRS rules on 20% tax break

  The proposed regulations also provide guidance for taxpayers who hold interests in regulated investment companies.

  January 22

  
• Tax planning

  Business owner tax break at risk as shutdown drags on

  There are still dozens of questions about how the tax break applies.

  January 16

  

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