Articles, Market Commentary
Past Commentary & Articles
Eyes were on the Fed last week as they hosted their annual summer retreat in Jackson Hole, Wyoming. In short, we found out that no Fed “pivot” is coming.
Succession planning can be a real thorn in the side of business owners. Should you sell to your partners or employees, an outside buyer, or simply wind down your business when you decide you’ve had enough? Each situation is different, but business owners do face some common factors when determining whether to sell.
Scammers often target children because no one expects them to have a credit record – consequently, criminals could spend years using a child’s identity without getting caught.
Managing your digital assets now is important, but maintaining the information and providing access to a trusted family member, executor, or agent will also be critical at the end of your life. Don’t wait to start until it’s too late.
When determining how best to manage your finances, the options can be overwhelming. Considerations can include your level of financial literacy, the amount of money you have to invest, and the complexity of your financial situation.
While living abroad may be at the top of your retirement bucket list, doing so requires careful planning.
So many things have changed over the last few years. If your estate plan hasn’t changed, it may be time to dust it off and think about what you want for the future – specifically, what you want for your heirs.
Russia’s energy industry is like oxygen to Europe’s economy. A limited gas supply during the winter months will have serious ramifications for businesses, economic output, and most importantly, the people who live in Europe.
If you have children under the age of 18, appointing a legal guardian now will not only help provide you peace of mind, but it can also help ensure a smooth transition for your children in a very difficult situation.
Is a vacation home really a good investment in retirement? Like most investments, the benefits of owning a second home depend on your personal financial situation and your goals for retirement. There are some pros and cons to consider.
Have you saved enough for withdrawals in retirement to close the gap between guaranteed income and what you want to spend? If not, don’t despair.
Fixed income used to be the asset class investors hated to love. Now it’s the one they love to hate. This year has reminded us that fixed income doesn’t offer diversification all the time.