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Posts by accountmanagers
How To Help Maximize Social Security Benefits
There are good reasons to delay starting Social Security benefits, but there are also good reasons to begin them early. It really does depend on your circumstances. If you claim…
Read MoreGlobal Recovery in a Post-Pandemic World
In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of the global pandemic, it put its long-standing Global Competitiveness Index rankings on…
Read More2021 Outlook: Wealth Managers Weigh In
While challenges likely still lie ahead, there’s no denying we all weathered our fair share of storms in 2020. Now that the calendar has turned to a new year, we…
Read MoreWhat Is “Stakeholder Capitalism”?
In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in the prior 30 years did much…
Read MoreWhat’s Ahead for the Stock Market?
In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of this year.1 With the election behind…
Read MoreThe Effect of Debt on the Global Economy
The national debt is a measurement of how much the federal government owes creditors, most commonly depicted as a percentage of gross domestic product (GDP). A high debt-to-GDP ratio is…
Read MoreChina’s Rebound
In mid-November, China signed an important and symbolic free-trade agreement with 14 countries, including Japan, South Korea, New Zealand and Australia. The deal, which represents 30% of the world’s population,…
Read MoreOpen Enrollment: Health Care Insurance Takes Priority
The Patient Protection and Affordable Care Act (ACA) – passed in 2010 and known colloquially as “Obamacare” – has experienced quite a ride. Initially, it was embraced by millions of…
Read MoreAdvantages of Gender-Lens Investing
Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include: Advancing women in finance Advancing women in…
Read MoreSocial Security Updates
The Social Security Administration (SSA) recently announced a new cost-of-living adjustment (COLA) starting in 2021. Beneficiaries can expect a 1.3% increase in their income payouts next year, which is actually…
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