Posts Tagged ‘Wealth Management’
The Pulse on the Economy and Capital Markets: March 21–25, 2022
At a glance In the markets, we’re seeing a recurrent storyline play out, with stock markets performing well globally and increases in the cryptocurrency and commodities markets. On the other hand, bonds struggled under the weight of investors’ inflation and interest rate worries. Government and investment-grade bonds are now down 6% and 9% respectively for…
Read MoreThe Pulse on the Economy and Capital Markets: Mar 14 – 21, 2022
At a glance: The stock markets increased globally last week, even as the Fed announced the first of seven rate increases over the next year to combat inflation. This will bring the U.S. to a total increase of 1.75% to 2%. Investors embrace risk despite the announcement from the Fed, Nasdaq was up 8% and…
Read MoreThe Pulse on the Economy and Capital Markets: Mar 7 – 11, 2022
At a glance Markets declined last week amid continued conflict in Ukraine and investors’ concerns about its widespread impact on the global community. Equity, fixed income, commodities and crypto markets were all down last week, a sign of the volatility that still lies ahead. February’s inflation report, which was released last week, showed that headline…
Read MoreAligning Incentives to Drive ESG Strategies and Satisfy Investors
At a glance Are you ready to build your social balance sheet? Contact our team for a free consultation. The full story: Boards are aware and increasingly prioritizing the important role environmental, social and governance (ESG) issues play in their company because of their longer-term impact on the bottom line. It’s not another trendy fad that…
Read MoreThe Pulse on the Economy and Capital Markets: Feb 28 – Mar 4, 2022
At a glance: Related resources: Disclosures Investment advisory services are offered by Aprio Wealth Management, LLC, a Securities and Exchange Commission Registered Investment Advisor. Opinions expressed are as of the current date (March 8th, 2022) and subject to change without notice. Aprio Wealth Management, LLC shall not be responsible for any trading decisions, damages, or…
Read MorePartnerships and S Corporations: What to Expect from Schedules K-2 and K-3
At a glance Schedule a consultation with Aprio’s International Tax Team today. The full story: Over the summer, the Internal Revenue Service (IRS) released new Schedules K-2 and K-3, which will now be a required Schedule when submitting Forms 1065, 1120-S and 8865. The new schedules will become effective for tax years beginning in 2021 for the…
Read MoreThe Pulse on the Economy and Capital Markets: Feb 21 – 25, 2022
At a glance: The invasion of Ukraine has resulted in another unstable week for the stock market. Investors hope the Federal Reserve will react slower to inflation. Businesses are keeping up with M&A trends to address supply chain challenges. Consumer sentiments over inflation differ from their spending habits. Markets were down globally with international, and…
Read More5 ESG Investment Benefits for Management
At a glance Are you ready to build your social balance sheet? Contact our team for a free consultation. The full story: Environmental, social and governance (ESG) investing prioritizes companies with durable profit growth because those companies have built sustainable relationships with their customers, employees and communities. Essentially, they have de-risked their business through strong governance,…
Read MoreThe OECD’s Two-Pillar Solution Poses Big Tax Changes for International Businesses. Will You Be Affected?
At a glance Schedule a consultation with our International Tax team today and start the conversation. The full story: Multinational businesses, prepare for big tax changes on the horizon over the next two years. Last fall, the OECD announced that qualifying businesses with a foreign presence will be subject to a 15% minimum tax rate…
Read MoreCOVID Debt Relief – Bankruptcy and Weighing Your Options
At a glance Schedule a consultation with an Aprio advisor for help navigating COVID-related debt. The full story: In a recent article inspired by our co-hosted webinar with Graham Stieglitz of Burr & Forman, we discussed the four initial solutions businesses can pursue to resolve pandemic debt. But in some cases, those preliminary steps may not be enough.…
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