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What Is The Value of a CEO Pledge?

By John Culpepper | March 4, 2021 | Comments Off on 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 for the other stakeholders it was designed to represent. In the past, private companies thought little of the injustice of layoffs and reducing compensation packages…

Pandemic Highlights the Difference Between Economics and Finance

By John Culpepper | February 23, 2021 | Comments Off on 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. They are measurements of two different things, often indicating how the other will react. However, as we saw last year, the economy is a greater…

Vaccines and the Stock Market

By John Culpepper | February 16, 2021 | Comments Off on 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 Wall Street analysts have long proclaimed that comprehensive economic recovery is not possible until we have contained the virus. The prospect of wide distribution of…

When To “Buy Low”

By John Culpepper | February 10, 2021 | Comments Off on 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 also the “January Effect,” when the stock market generally gets a performance boost thanks to tax harvesting in December and subsequent reinvestments. But even that…

The Pros and Cons of Corporate America’s Remote Work Trend

By John Culpepper | February 10, 2021 | Comments Off on 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 recent survey of company leaders revealed that eight in 10 plan to allow employees to work outside the office at least part time going forward.…

How To Help Maximize Social Security Benefits

By John Culpepper | February 10, 2021 | Comments Off on 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 earlier than your full retirement age (FRA), your benefit will be permanently reduced. The age to qualify for the full Social Security benefit varies by…

Global Recovery in a Post-Pandemic World

By John Culpepper | February 10, 2021 | Comments Off on 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 hold. Instead, the report focused on priorities for recovery and revival instead of competition.1 Indeed, economic globalization over the past two decades, in many ways,…

2021 Outlook: Wealth Managers Weigh In

By John Culpepper | February 10, 2021 | Comments Off 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 looked to wealth managers across the nation to find out what they’re expecting for 2021. As you’ll see, the answer often changes depending on where…

Roth IRA: Convert Now or Pay Later?

By webteam | February 22, 2018 |

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, you have your answer. Now is the time. And the clock may be ticking. It’s likely these low tax rates won’t last until you retire…

6 Mistakes to Avoid When Planning Your Retirement

By webteam | November 20, 2017 |

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. We can get out of bed when we please, stay up all night if we want, and never worry about another missed deadline. A frosty…

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