What the fiscal cliff deal means for upper-income earners


Key Points

  • The fiscal cliff deal recently passed by Congress will result in the biggest tax hike for high-income earners in two decades
  • Impacted investors should review their portfolios to make sure they are being managed in a tax-aware manner
  • The use of municipal bonds is also increasingly attractive, because income generated from these investments remains tax-free under current law in certain circumstances

Quarterly Commentary

Q3 2014

Click here to read the Fall 2014 issue of Quarterly Insights which details our recent research into the long-term investment impact of geopolitical conflicts, discusses why interest rates may stay low for longer than many expect, and shows why technology might be making you smarter than you think.