All in all, June was a fairly placid month for stocks…right? To the naked eye, yes…but as we enter July investors face certain challenges surrounding the reopening of the economy and lingering impacts of the virus. Here are our thoughts.
2020 has proven to be a year full of major events that have impacted the economy and sparked social change. What impact will the consequences of these events have on investment portfolios moving forward? We explore our thoughts here.
As the world continues to feel the impact of the coronavirus outbreak, the economy seems to be on the upswing…but there are still some uncertainties surrounding states reopening, rising stock prices and the upcoming election. Here are our thoughts.
Though the “bear market,” brought on by the coronavirus pandemic has increased the risk of life insurance policy lapses, there are three steps you can take to make sure your policy meets your needs. Read on.
Though we’re only a couple weeks into March, a severe downside volatility in stocks, still-spreading coronavirus, and change in political equation have impacted the markets in a big way. Here are our observations.
2020 started on a positive note for the markets, but ran into a few hurdles as January closed out. How will difficulties in China, a dramatic drop in interest rates and a slow in consumption growth impact February’s markets?
More and more investors are getting involved in Environmental, Social and Governance (ESG) investing as they seek investments that value sustainability and social progressiveness. Here are the ins and outs of ESG.
October was a solid month for investors, as a fully diversified equity portfolio gained about 2.4%. With the national savings rate up to 8% and a potential trade truce on the horizon with China, November promises to be eventful!
The total return for all of Q3 2019 is barely on the plus side, due to worsening economic data in Europe and Japan, cuts from the Federal Reserve and a growing possibility for a “baby” recession. How will this impact October and the rest of 2019?
Equity markets had a generally discouraging performance in August, and it looks like this could carry through to September, due to the growing trade war with China, economic data in Europe and interest rate fluctuations.
While July’s stock performance proved to be a positive one, we enter August with a few concerns surrounding China trade, the tightening labor market and market breadth. Read more about July’s market and what’s in store for August and beyond.
May’s stock performance took a hit, giving back all of April and even a little more. What caused this? The trade war with China, market breadth and trading activity were all contributing factors. Learn more.
There are certain things childless couples will want to pay attention to when crafting their estate plans. You want to make sure your surviving spouse is taken care of, your pet will have a new home, etc.
For our second installment in our “financial to-do list” series, we explore how to manage money effectively in your 30s. This includes building up your emergency savings account, assessing insurance coverage and more.
What financial goals should you reach in your 20s? This blog will be the first in a series of Financial “To Do” Lists for each stage of your life – we will start with your 20s and cover each decade thereafter.
The majority of businesses in the United States are “closely-held”. This means that they are not publicly traded and there is no ready market in which to sell these companies. It is estimated that of all the U.S. small businesses, approximately 40% of these are currently owned by individuals aged 50 or older. Most of these owners have not done any planning with respect to their business. Often, over 80% of a family’s wealth is tied up in the business and is illiquid. A lack of planning could lead to the family’s assets being diminished, or worse, ending up in the wrong hands.
The following is an excerpt from a client conversation that happens frequently in my office:
PAA: Have you given any consideration to your long-term needs?
Client: Yes, I have, and my children tell me that they will take care of me.
PAA: Are your children working?
Client: Oh yes, I am so proud! My son-in-law is a surgeon, and my daughter works full-time as an attorney while raising three beautiful children!