The OBBBA made the increased federal gift and estate tax lifetime exemption permanent. Get more details on the updated exclusion and exemption amounts and steps you can take to potentially reduce your tax liability. https://t.co/oTalBSMFlR
The Federal Reserve held interest rates steady and while investors expect cuts this year, uncertainty around tariffs and inflation remains a barrier. #USBI https://t.co/RKJbkJ5ceK
We retain a glass half-full forward perspective for investors. Macro factors and earnings remain constructive despite considerable policy uncertainty, and broader portfolio exposures will help patient investors endure what may be more interesting times ahe https://t.co/XLOznKqnHN
As the second quarter begins, geopolitics remain investors' primary focus, with tariff and trade headlines overshadowing corporate earnings and economic data for now. #USBI
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Join CIO Eric Freedman for a live discussion Tuesday covering ongoing market volatility, including investor considerations and the forward outlook for capital markets.#USBI
Please join Eric Freedman, chief investment officer for U.S. Bank Asset Management Group, for a live call today to learn more about U.S. tariff policy and its impact on capital markets and the economy. #USBI
White House establishes 10% baseline tariff for all exporters to the U.S. and details roughly 60 specific countries that will have tariffs greater than 10%. #USBI
https://t.co/cujwPDrPG0
The Federal Reserve held interest rates steady, and projects two rate cuts this year, while revising its outlook on growth and inflation. #USBI
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Please join Chief Investment Officer Eric Freedman for a live discussion today covering recent market volatility, including investor considerations and the forward outlook for capital markets. #USBI
After outperforming the broader S&P 500 for the last two years in a row, find out what the technology sector's prospects for further gains look like in 2025. #USBI
https://t.co/NKpZXR4FF6
New year, updated tax rules. Review adjustments to tax brackets, deductions and retirement contributions to help inform your tax planning.
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The Federal Reserve maintained their policy interest rate range of 4.25-4.50%, citing strong economic conditions and still-elevated inflation. #USBI
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The Federal Reserve has started easing monetary policy by cutting interest rates. Does this mean the threat of a recession has receded? #USBI
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While tax planning is a year-round activity, there are a few specific year-end tasks that may help you optimize your tax situation in 2025.
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