by delgate subadmin | Mar 30, 2020 | Commentaries
Last week, a large number of states and metropolitan areas took the important and difficult step of imposing “shelter in place” restrictions in response to the COVID-19 pandemic. San Francisco and Chapel Hill, the two amazing places where Delegate’s offices are...
by delgate subadmin | Mar 27, 2020 | Commentaries
Question: Why should an investor consider transferring assets at a time like this? There are three primary “drivers” or actions that can increase estate tax efficiency. The first action is to transfer assets when their value is low, and their potential future return...
by delgate subadmin | Mar 26, 2020 | Commentaries
On Wednesday, the Senate agreed on a $2 trillion stimulus package to mitigate the effects that COVID-19 will continue to have on the economy. This stimulus, in combination with actions the Federal Reserve took earlier in the week, caused financial markets to recover a...
by delgate subadmin | Mar 23, 2020 | Commentaries, Uncategorized
Last week we saw extreme market volatility continue while the S&P 500 lost about 8% of its value due to continued concerns regarding COVID-19 and the potential damage the coronavirus continues to cause on the global economy. While we hope the bad news will begin...
by delgate subadmin | Mar 9, 2020 | Commentaries
On February 28, we shared our thoughts on recent market volatility and the abrupt downturn in financial markets. While the numbers you’re seeing today appear shocking, our views on markets remain unchanged. Specifically, we are not surprised by this...
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