Our Insights
Keeping our audience informed with market commentaries and thought leadership pieces on key financial issues.
The Importance of Estate Planning in 2021
In our view, the best way to counter uncertainties in life—and to ensure long-term financial well-being and security—is by having a solid financial and estate plan. In this post, we offer readers six tips for strengthening your estate plan today.
First Quarter 2021 Review
The S&P 500 index priced-in the pandemic-fueled recession in record time, but it also rallied sharply off the bottom in given hyper-accommodative monetary policy, massive fiscal spending, and anticipation of a strong growth rebound sometime in 2021. In spite of all the challenges 2020 presented, U.S. stocks rose +18.4% for the year.
Weighing the Impact of the 2020 U.S. Presidential Election
When it comes to politics, many investors like to assume their political party is better for the stock market, or that a specific balance of power between the president and Congress is ideal for business and the economy. The reality: the stock market has shown virtually no political preference over the years.