Uncategorized


How High-net-worth Households are Faring

September 8, 2020

The investment markets rebounded and have proven resilient despite the economic decline resulting from the pandemic. The Federal Reserve continues to boost monetary policy with trillions in market support. Congress…

The Future of Retirement Planning

September 1, 2020

As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news was…

Is it Time to Go Global?

August 25, 2020

Competitive edge is a real factor. Here in the U.S., we boast that capitalism is the key to our success. Unfortunately, that key has gotten a little rusty lately thanks…

Midyear Market Outlook from Wealth Managers

August 18, 2020

Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the…

The Highs and Lows of Dollar-Cost Averaging

August 11, 2020

Investors who defer the same amount of money from their paycheck into a 401(k) plan at regular intervals are practicing dollar-cost averaging. By investing the same fixed dollar amount each…

U.S. Virus Response Compared to the World

July 28, 2020

The COVID-19 pandemic has been a struggle around the world, and the United States is no exception. It is worth looking at individual factors to gauge just where we stand…

Prospects for the Automotive Sector

July 22, 2020

We take a lot for granted, including the condition of the car that sits in our driveway. During the coronavirus pandemic, those cars have been sitting idle much more than…

How Might the Economic Downturn Affect Dividends?

July 14, 2020

If a large allocation of your retirement portfolio is invested in dividend-paying stocks, you might see your household income reduced this year. During the Great Recession, dividend payouts dropped by…

How the Pandemic Is Affecting the Real Estate Market

July 7, 2020

Research has found that over a 150-year period (1870 to 2015), owning a home has proved to be one of the most stable and secure holdings compared to other types…

The Pandemic’s Financial Toll on Women

June 22, 2020

In April alone, the U.S. lost more than 20 million jobs — increasing the unemployment rate to 14.7%. Researchers say one of the demographics hit hardest during the pandemic is…

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 314.909.1116