Seymour Zises, President and co-founder of Family Management, writes bi-monthly opinions on issues and observations of relevance to clients and investors.

Capital Ideas-Mid Year Comments As we navigate the ever-evolving global environment, here are some of my specific thoughts into the current economic and investment landscape. Geopolitical Climate and Market Volatility In 2025, global tensions such as trade wars, regional conflicts, and new tariffs are significantly influencing financial markets. This uncertainty often leads to increased volatility,

It is still incredible to think that many of us work through May or June to pay our taxes. Even so, there were times in U.S. history where we paid much more. During the administration of President Dwight D. Eisenhower, from 1953 to 1961, the top income tax bracket in the United States climbed to

Identity theft is a major problem. If you are not taking it seriously, you should. American adults lost a total of $43 billion to identity fraud in 2023 according to AARP. Approximately 15 million people were affected. The stock market climbed higher with the prospect of lower corporate taxes and the pro-business administration entering the

The election is approaching rapidly and there is already anticipation of rancor over the results. Whoever thought it would be this way in the USA? The economic policies of the 2024 presidential candidates could significantly impact the US economy. Kamala Harris focuses on tax increases for corporations and wealthy individuals, housing initiatives, and expanding child

The U.S. bond market is managing a massive amount of debt issuance, reflecting an era of record-high borrowing in America. This growth in debt, driven by enormous government spending, affects U.S. interest rates costs and for the first time, interest on the national debt exceeds that of defense spending. Federal outlays in 2024 total $6.5