Posts by accountmanagers
How High-net-worth Households are Faring
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…
Read MoreThe Future of Retirement Planning
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…
Read MoreIs it Time to Go Global?
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…
Read MoreMidyear Market Outlook from Wealth Managers
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…
Read MoreThe Highs and Lows of Dollar-Cost Averaging
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…
Read MoreRecovery: COVID-19 First, Then the Economy
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…
Read MoreU.S. Virus Response Compared to the World
The COVID-19 pandemic has been a struggle around the world, and the United States is no exception. It is worth looking at individual factors to gauge just where we stand…
Read MoreProspects for the Automotive Sector
We take a lot for granted, including the condition of the car that sits in our driveway. During the coronavirus pandemic, those cars have been sitting idle much more than…
Read MoreHow Might the Economic Downturn Affect Dividends?
If a large allocation of your retirement portfolio is invested in dividend-paying stocks, you might see your household income reduced this year. During the Great Recession, dividend payouts dropped by…
Read MoreSocial Security Woes
In 2000, actors Helen Hunt and Kevin Spacey starred in “Pay It Forward.” The premise of the film is that a person repays a favor by offering small acts of…
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