Investments

FOMC Raises the Target Range by 0.25%

Gary Pzegeo, CFA
2018-06-14 13:00:00.0

Changes in today’s press release included the usual nuance, but there have also been a few mechanical changes to the delivery of policy and communication thereof.
Wealth Strategies

Considerations for Claiming Social Security Benefits

Cathy Schnaubelt
2018-06-13 14:18:00.0

While counting on Social Security to cover all of your expenses in retirement may not be the best idea, it can be a meaningful component of your retirement plan when viewed as a supplement to personal savings and other sources of income.
G2G Impact

Podcast: Basic Investing and Risk

Ryan Christine Coulson
2018-06-12 13:00:00.0

If you are considering investing for the first time, either on your own or through an employer-sponsored retirement plan, you will need to consider your investment objectives, risk tolerance, and time horizon.
Investments

Singapore: Proving the “Smart City”

Matt Scherer, CFA
2018-06-11 12:53:00.0

International stock prices and macroeconomic data continued to deteriorate last month, resulting in international markets underperforming U.S. equity markets. While underperformance of international markets is always a concern, it feels a little like déjà vu.
Dan Sullivan

Consider a Secured Line of Credit to Pay Your Tax Bill

Dan Sullivan
2018-06-07 13:00:00.0

Download PDF   After several years of strong performance from an asset class, investors tend to experience portfolio drift as their other investments fail to keep pace. Over the last nine years, U.S. equities have outperformed most other asset classes. Many investors, now heavily concentrated in U.S. stocks, have begun to rebalance their portfolios back to their target...
Dan Sullivan

Bank Deposits: What’s the Best Place for Cash in 2018?

Dan Sullivan
2018-05-31 13:00:00.0

Even the most conservative portion of your portfolio can offer some possibilities for capital appreciation.
Wealth Strategies

New Ways to Help the Rising Generation: Give Them an Earful

Ryan Christine Coulson
2018-05-29 13:00:00.0

A recent study from LinkedIn indicates that 42% of millennials (those between the age of 18 and 34) listen to podcasts at least once a week, and according to 2016 research conducted by Edison Research, 21% of all those age 12 or older are monthly podcast listeners.
Dan Sullivan

Mortgage Issues: Is It Still a Good Time to Refinance to a Lower Rate?

Dan Sullivan
2018-05-24 13:00:00.0

Interest rates have been inching up lately, and homeowners may be worried that they have missed the boat when it comes to refinancing.
The Connection

Private Equity: Too Much Demand?

Kyle Leavitt
2018-05-22 13:00:00.0

This past year saw record levels of capital being raised by Private Equity (PE) funds. This was the result of more firms coming to market to raise funds and a seemingly universal increase in the size of each fund raised.
Wealth Strategies

Podcast: Savings Options and Retirement Plans

Ryan Christine Coulson
2018-05-22 13:00:00.0

After graduating college, you may find yourself in the enviable situation of having multiple job offers. Most of us are naturally lured by the opportunity that pays the highest salary, but companies compensate employees in a variety of ways that may not be as immediately apparent.
Investments

Inflation: Hello Again?

Dave Donabedian, CFA
2018-05-17 13:00:00.0

For investors who are too young to remember the hyperinflationary environment of the 1970s and 1980s, a period marked by rising inflation will likely feel uncomfortable.
Wealth Strategies

Reducing Your Future Tax Burden with a Roth IRA Conversion

Cathy Schnaubelt
2018-05-14 13:00:00.0

A strategic retirement savings approach can potentially lower your tax burden over the course of your lifetime and reduce eventual estate taxes.
Wealth Strategies

Moving to Plan B—Or C, D, or E

Linda Beerman
2018-05-10 13:00:00.0

Because the future tax environment is unpredictable, clients should work with their estate planning advisors to build the appropriate flexibility into their trust and estate planning documents.
Wealth Strategies

Choosing the Best IRA to Maximize Your Retirement Savings

Cathy Schnaubelt
2018-05-09 13:00:00.0

The type of IRA you choose can have a significant impact on your long-term retirement savings and future financial goals, which is why understanding the differences between IRA options is critical.
G2G Impact

Podcast: Achieving Financial Independence With a Savings Plan

Josh Miller, CFP®
2018-05-08 13:00:00.0

Whether you want to purchase a new car or home, are thinking about starting a family soon, or would like to retire by a certain age, you will need to plan accordingly to ensure the necessary funds are available.