Blog
Federal Legislative and Administrative Rules Update
06.10.20 11:38 AM - Comment(s)
Americans and Their 401(k)s
29.09.20 11:33 AM - Comment(s)
A recent survey found that working households experiencing financial strain due to the pandemic have not been inclined to make withdrawals from their 401(k)s to help make ends meet. In fact, the vast majority haven’t even changed their rate of contributions. Instead, these households are relying on ...
Financial Advising During a Pandemic
22.09.20 11:28 AM - Comment(s)
The pandemic has been hard on nearly everyone, and it’s particularly difficult for professionals who normally meet with clients in an office setting. Fortunately, financial advisors have been able to adapt to this “new normal.”
Our goal is to be our clients’ trusted advisors. Once that relationship i...
Employers: Lessons From the Pandemic
15.09.20 11:22 AM - Comment(s)
We’ve learned a lot about infectious diseases this year, as well as how to adapt our lifestyles in response to a pandemic. It will be interesting to see if and how U.S. businesses adjust their operational models to account for the potential for future pandemics or other catastrophic events.
According...
How High-net-worth Households are Faring
08.09.20 11:18 AM - Comment(s)
The investment markets rebounded and have proven resilient despite the economic decline resulting from the pandemic. The Federal Reserve continues to boost monetary policy with trillions in market support. Congress and President Trump support the need for further economic stimulus, even though they ...
The Future of Retirement Planning
01.09.20 11:11 AM - Comment(s)
As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news was not as rosy. According to the Bureau of Economic Analysis, the U.S. economy contracted by nearly a third (32.9%...
Is it Time to Go Global?
25.08.20 11:08 AM - Comment(s)
Competitive edge is a real factor. Here in the U.S., we boast that capitalism is the key to our success. Unfortunately, that key has gotten a little rusty lately thanks to the rampant spread of COVID-19 throughout the country. Some areas have locked down or experienced slowed economic growth because...
Midyear Market Outlook from Wealth Managers
18.08.20 11:03 AM - Comment(s)
Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the country in early May, followed by what looks to be a gradual and sporadic reclosing due to an upswing in outbreaks of the coronavirus. In ...
The Highs and Lows of Dollar-Cost Averaging
11.08.20 10:59 AM - Comment(s)
Investors who defer the same amount of money from their paycheck into a 401(k) plan at regular intervals are practicing dollar-cost averaging. By investing the same fixed dollar amount each time, the investor buys more shares when prices are low and fewer shares when prices rise.1 The long-term effe...
Recovery: COVID-19 First, Then the Economy
04.08.20 10:56 AM - Comment(s)
The World Health Organization recently reported that while some countries have made effective inroads to contain COVID-19 within their borders, the pandemic is still well on the rise throughout the world.1 Perhaps one of the most debilitating impacts of today’s global economy is that one country’s p...
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