Financial advisors, receive a printed copy of the latest Eaton Vance Advisory each quarter.
Andrew H. Friedman
The fiscal cliff compromise included a number of favorable estate and gift tax provisions. However, the compromise also left Congress with a short-term need to address a number of other deadlines and a lingering desire to enact comprehensive tax reform. Addressing those matters is likely to lead to further tax changes, some of which might restrict current gifting techniques.Download
Where do we go from here?
Payson F. Swaffield, Thomas M. Metzold, Scott H. Page, Eric Stein
As 2012 draws to a close, it’s fair to say that much has changed over the past year. With the U.S. elections firmly in the rear view mirror, a major element of uncertainty that has hung over the investment landscape has been resolved. Many global markets are on track to deliver solid returns this year, after a lackluster 2011.Learn More
If nothing happens, everything changes.
Richard Bernstein, Thomas Luster, Thomas Shively, Eric Stein
The “fiscal cliff” describes an abrupt slowdown in economic growth that could result from a worrisome combination of substantial increases in tax rates and federally mandated spending reductions aimed at cutting the budget deficit by $1.2 trillion. Against this backdrop, we recently gathered four Eaton Vance investment professionals to share their perspectives on the possible investment implications and to caution investors not to make wholesale changes to their portfolios in the short term.Download
What’s the next move for high-net-worth investors?
Tim Ford, Tom Faust, Jeff Beale, Brian Langstraat, Brad Berggren, Trey Young
Eaton Vance gathered investment professionals to discuss the challenges that face high-net worth investors today.Download