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We help individuals and families pursue their ideal retirements.

How High-net-worth Households are Faring

By accountmanagers | September 8, 2020 | Comments Off on 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…

The Future of Retirement Planning

By accountmanagers | September 1, 2020 | Comments Off on The 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…

Is it Time to Go Global?

By accountmanagers | August 25, 2020 | Comments Off on Is 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…

Midyear Market Outlook from Wealth Managers

By accountmanagers | August 18, 2020 | Comments Off on Midyear 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…

The Highs and Lows of Dollar-Cost Averaging

By accountmanagers | August 11, 2020 | Comments Off on The 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…

Recovery: COVID-19 First, Then the Economy

By accountmanagers | August 4, 2020 | Comments Off on Recovery: 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…

U.S. Virus Response Compared to the World

By accountmanagers | July 28, 2020 | Comments Off on U.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…

Prospects for the Automotive Sector

By accountmanagers | July 21, 2020 | Comments Off on Prospects 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…

How Might the Economic Downturn Affect Dividends?

By accountmanagers | July 14, 2020 | Comments Off on How 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…

Social Security Woes

By accountmanagers | July 7, 2020 | Comments Off on Social 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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