Material and commentaries published in the past may or may not be helpful in analyzing current economic or financial market activity. Please note publishing date when reviewing materials.  Please email [email protected] for our current thoughts or to reach an advisor.

 

Taxing Wealth Series

Cumberland Advisors
Mon Oct 28, 2019

Cumberland Advisors has produced a number of market commentaries around the core theme of income, wealth inequality, and wealth taxation. In them you'll find related data and implications of wealth tax proposals and their probable effect on markets, individuals, entrepreneurs, and businesses. Here are links to those recent writings in what forms a series of wealth tax pieces:

Market Commentary - Cumberland Advisors - Wealth Taxation Series

Wealth Tax,” David Kotok, October 9, 2019
https://www.cumber.com/cumberland-advisors-market-commentary-wealth-tax/

Taxing Wealth Instead of Income?” Bob Eisenbeis, February 13, 2019
https://www.cumber.com/taxing-wealth-instead-of-income/

Taxing Wealth Instead of Income, Part 2,” Bob Eisenbeis, October 15, 2019
https://www.cumber.com/taxing-wealth-instead-of-income-2/

"The Kiplinger Tax Map: Guide to State Income Taxes, State Sales Taxes, Gas Taxes, Sin Taxes," David Kotok, October 25, 2019
https:/www.cumber.com/cumberland-advisors-market-commentary-the-kiplinger-tax-map-guide-to-state-income-taxes-state-sales-taxes-gas-taxes-sin-taxes/


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Cumberland Advisors Market Commentaries offer insights and analysis on upcoming, important economic issues that potentially impact global financial markets. Our team shares their thinking on global economic developments, market news and other factors that often influence investment opportunities and strategies.