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Global Recovery in a Post-Pandemic World

January 19, 2021

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

January 18, 2021

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…

What Is “Stakeholder Capitalism”?

January 7, 2021

In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in the prior 30 years did much to reduce poverty worldwide. As trade agreements shifted many U.S. jobs and operations overseas, the average income of the lower 50% of global earners nearly…

The Effect of Debt on the Global Economy

December 28, 2020

The national debt is a measurement of how much the federal government owes creditors, most commonly depicted as a percentage of gross domestic product (GDP). A high debt-to-GDP ratio is considered viable when the economy is expanding, because that growth allows the government to generate higher tax revenues to help pay down the debt. However,…

China’s Rebound

December 21, 2020

In mid-November, China signed an important and symbolic free-trade agreement with 14 countries, including Japan, South Korea, New Zealand and Australia. The deal, which represents 30% of the world’s population, eliminates tariffs and quotas on 65% of goods traded in the Asia-Pacific region. Global economists say the deal is further evidence of Asia’s growing power,…

Open Enrollment: Health Care Insurance Takes Priority

December 9, 2020

The Patient Protection and Affordable Care Act (ACA) – passed in 2010 and known colloquially as “Obamacare” – has experienced quite a ride. Initially, it was embraced by millions of Americans for whom it afforded tax-subsidized health insurance without access to employer-sponsored coverage. At the same time, it was derided for increasing government sharing costs…

Advantages of Gender-Lens Investing

December 4, 2020

Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include: Advancing women in finance Advancing women in leadership Advancing products and services that improve the lives of women Advancing companies that have a positive effect on their female employees Advancing companies that…

Social Security Updates

November 30, 2020

The Social Security Administration (SSA) recently announced a new cost-of-living adjustment (COLA) starting in 2021. Beneficiaries can expect a 1.3% increase in their income payouts next year, which is actually smaller than the COLA increase was for this year.1 For single households, that’s an average increase of about $20 a month; $33 for married retirees.2 Among…

America’s Need for Better “Infloodstructure”

November 12, 2020

In February, Spirit Airlines decided to transfer a portion of its operations from Miramar, Florida, to Nashville, Tennessee. The key driver of this decision was recurring hurricane and tropical storm risk. This means a loss of 240 jobs for the Panhandle area.1 By mid-September of the 2020 hurricane season, mainland U.S. had already been hit…

Is the Economy Slowly, Silently Sliding?

November 9, 2020

Prospects for stock market growth have remained resiliently and optimistically cheerful this year, despite the nine-month-long pandemic. Unfortunately, the time may be at hand for a stock market price correction that better reflects the state of the global economy. The lack of ongoing fiscal stimulus which, even if passed, may not feasibly be able to…

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