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Economic Effects of U.S. Putting ‘America First’

July 20, 2018 |

At the start of this century, the internet enhanced global communication, and the world transitioned into one massive economy. But this new landscape came at a cost, and after years...

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Impact Investing

July 6, 2018 |

The new federal government stance toward deregulation may lead many companies to roll back operational practices, potentially resulting in higher profit margins.1 However, shareholders may have a say in this...

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Strategies for Optimal Social Security Payouts

July 6, 2018 |

Social Security benefits are typically synonymous with retirement income. It would be inefficient to create a retirement plan without first estimating how much you will receive from the government.1 According...

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Pros and Cons: Fewer Regulations in the U.S.

June 22, 2018 |

One of the current administration’s persistent themes has been deregulation — cutting through the red tape in the rules of doing business. In one instance, Donald Trump was filmed standing...

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Handling Market Corrections Correctly

June 15, 2018 |

Today’s political environment and recent volatility in the U.S. stock markets, particularly February’s correction, caused concern for some investors.   If you’ve met with a financial advisor who designed a...

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The Income Gap and the Economy

June 8, 2018 |

The income gap between the wealthy and the poor is widening in the U.S.1 Why does that matter? Because there are studies that indicate a wide swathe of income differentiation...

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Banking Trends

June 8, 2018 |

In its recent 2018 Banking Industry Outlook report, Deloitte identified six key themes that are driving trends for financial institutions today:1   Redefining what makes for a positive customer experience...

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Inflation: Expectations for 2018

May 25, 2018 |

It seems as if inflation has been biding its time. Since the financial crisis a decade ago, growth in prices and wages has been muted.1 However, many financial analysts believe...

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Putting a Value on Real Property

May 22, 2018 |

Real property generally refers to land, but it also can include structures, bodies of water and machinery.1 It typically denotes property of significant value, which is why state and local...

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Investing in Europe

May 22, 2018 |

It’s often said that when one asset class falters, others are likely rising. To some extent, this may be occurring with U.S. equities. The stock market correction that started in...

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Investment Themes for This Year

April 30, 2018 |

In the investment community, all eyes are on inflation this year. Economic analysts at Merrill Lynch anticipate further tightening in the labor market, to the tune of 3.9 percent unemployment...

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The New Tax Law: Things to Consider

April 30, 2018 |

Who will be affected by the new tax legislation that went into effect Jan. 1? That is a question many are asking.   While “everyone” is likely to see some...

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Balancing Investor Euphoria With Market Reality

April 20, 2018 |

Many social media users share nearly all aspects of their lives, from photos of cute kids and pets to their political views. And now, we even are seeing posts from...

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Financial Strategies in 2018

April 17, 2018 |

One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has...

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Mitigating Risk Goes Beyond Asset Allocations

April 6, 2018 |

What do Harvey Weinstein, “America First” policies and asset allocation have in common? Quite a bit, it turns out, when it comes to evaluating the various risk factors that can...

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A Look at the Potential Effects of Tax Reform

April 6, 2018 |

The tax overhaul legislation that was passed in December has been billed as a means to streamline tax filings at both the individual and corporate level.1 We certainly could use...

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Preparing for Retirement — Do You Have a Plan?

March 23, 2018 |

For much of the 20th century, many employees who spent decades working for one company typically received a pension plan. According to the Center for Retirement Research at Boston College,...

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Keep an Eye on Interest Rates

March 23, 2018 |

Optimism often predates good news. Such was the case last year when, just before the end of the year, Congress passed legislation that significantly reduced the corporate tax rate. The...

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Exploring the Behavioral Biases of Investing

March 9, 2018 |

Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These biases may...

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Debunking Market Myths

March 2, 2018 |

The world keeps changing, politics and social movements emerge, the stock markets fluctuate and a lot of our preconceived notions continue to be challenged. However, some things don’t seem to...

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Past Articles

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