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Is the Market Poised for a Value Shift?
The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many…
Retirement Planning Insights
Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social Security strategies worth considering in…
What Is The Value of a CEO Pledge?
As it turns out, the value of the 2019 pledge signed by 181 U.S. corporate CEOs was a fairly good deal for themselves and their shareholders … although less so…
Pandemic Highlights the Difference Between Economics and Finance
One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep.…
Vaccines and the Stock Market
If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and…
When To “Buy Low”
The beginning of the year is typically full of hope. We make New Year’s resolutions, and it may take a few months for our enthusiasm (and vigilance) to wane. There’s…
The Pros and Cons of Corporate America’s Remote Work Trend
Post-pandemic, will everyone go back to the office like nothing ever happened? Will lost jobs be recovered? Or is remote work and skeleton staffing a trend here to stay? A…
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…
Global 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…
2021 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…
Roth IRA: Convert Now or Pay Later?
The wait is over. If you were delaying your plans to do a Roth conversion until you knew for sure that President Trump could deliver on his tax cut promises,…
6 Mistakes to Avoid When Planning Your Retirement
When we’re young, we tend to think about retirement as though it’s just a really long, really great vacation. We picture a house near the beach or a golf course.…
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