Are you dreaming of a vacation but worried about the cost? You’re not alone. Many people put off their travel plans because they’re unsure how to finance them. With some careful planning, and by following these simple tips and strategies, you can...
The U.S. still dominates world indices, but when we compare the S&P 500 to the MSCI All Country World Index (ACWI), the S&P had a significant breakout in 2015 from…
The U.S. economy grew faster than expected in the fourth quarter, amid strong consumer spending, with growth for the full year coming in at 2.5%. The Commerce Department's advance fourth-quarter…
Planning for retirement is a critical aspect of securing a financially stable future. As you approach retirement age, it becomes essential to develop a well-thought-out retirement income plan. In this guide, we will explore the key steps to creating a robust...
The year began by digesting short-term overbought conditions in both equities and Treasuries after a sharp rally in those markets that ran for 2½ months. We believe any corrections provide…
The nonpartisan Congressional Budget Office (“CBO”) projects U.S. economic growth will slow to 1.5% in 2024, with the unemployment rate seen rising to 4.4% from what it estimates will be…
Are You Looking To Secure Your Financial Future? Investing for the long term is a smart strategy that can help you achieve your financial goals and build wealth over time. While it may seem tempting to chase short-term gains, focusing on long-term investments...
As a high-net-worth individual, protecting your assets from potential risks and liabilities is a vital aspect of your financial plan. Wealth preservation strategies can help shield your hard-earned wealth and secure it for future generations. In this article, we will...
The U.S. economy grew at an annualized rate of 5.2% in Q3 as businesses built more warehouses and accumulated equipment. However, momentum appears to have since waned as higher borrowing…
Estate planning is a vital process that ensures the orderly transfer of your assets and protects your loved ones after your passing. By taking proactive steps to create a comprehensive estate plan, you can have peace of mind knowing that your wishes will be carried...
The Significance Of A Family Limited Partnership For Wealth Preservation When it comes to preserving and managing family wealth, a Family Limited Partnership (FLP) is a powerful tool that offers a wide range of benefits. An FLP is a legal structure that allows family...
We believe 2024 will be the year that the Bull returns to the bond market, and that the Bull keeps charging ahead for equities with the S&P 500 reaching new…
When it comes to planning for retirement and ensuring financial stability in the later years, fixed annuities can be a valuable tool. However, many individuals are unfamiliar with what a fixed annuity is and how it can benefit them. In this comprehensive guide,...
The U.S. economy grew at an annualized rate of 4.9% in the third quarter as higher wages helped fuel consumer spending and businesses restocked at a brisk clip to meet…
As we age, the need for long-term care becomes an important consideration. Long-term care encompasses a range of services, including assistance with daily activities, medical care, and support for individuals who are unable to care for themselves independently....
As we move into November and December, the strongest seasonal period for the equity market is upon us. October is known for its higher-than-average volatility, but more importantly, it is…
Retirement is a significant milestone in life that requires careful planning and preparation. To ensure a smooth transition into this new phase, it’s important to address potential challenges ahead of time. In this comprehensive guide, we will discuss five...
The U.S. economy maintained a solid pace of growth in the second quarter and activity appears to have accelerated this quarter, but an ongoing strike by auto workers is dimming…
As parents, one of our most important responsibilities is teaching our children about money. By instilling valuable money lessons from an early age, we can equip them with the knowledge and skills to make smart financial decisions throughout their lives. But where do...
Investing in education is one of the most important decisions we make for ourselves and our loved ones. Whether it’s funding your own education or saving for your children’s or grandchildren’s education, it’s crucial to have a solid...