Wealth Planning

Higher Taxes May Be Coming. Should You Change Your Plan?
Opportunity Amid the China Slowdown

Opportunity Amid the China Slowdown

by John Lin
The slowdown in Chinese economic growth, exacerbated by the tariffs imposed by the US, and its negative effect on the earnings of companies around the globe, has received significant attention recently. Nonetheless, we believe that an allocation to Chinese stocks remains a highly attractive opportunity for long-term investors who are comfortable with volatility.

Emerging Markets, Wealth Planning


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Bitcoin’s Dramatic Descent
Our Most Interesting Chart Right Now: January’s Rally Suggests Investors Were Too Bearish at Year-End
Three Financial Protections Women Often Overlook
2018 Lessons Learned: Tenets of Investing Ring True, Time and Again
From Insights to Opportunity—The Power of a Generation

From Insights to Opportunity—The Power of a Generation

by Paul Robertson
Digital. Influencers. Targeted. Social interaction. Experiences. These words, and many more, have been used to describe the habits and behaviors of millennials. Despite older generations adopting many of millennials’ behaviors, some of their inclinations are still unique. While it’s fascinating to compare generational differences, it’s crucial to unravel how these differences impact investments.

Disruption, Equities, Wealth Planning


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What a Difference a Year Makes
What will drive the markets in 2019?

What will drive the markets in 2019?

by Matthew D. Palazzolo
2018 started with the continuance of a 14-month market uptrend and extreme calm. Now with just a few days left in the year, we’ve seen a change: there’s been a resurgence in volatility and a market sell-off of almost 20% since the S&P 500 hit an all-time high in mid-September.* As we think ahead to 2019, we consider the factors that will influence the financial markets and answer questions on the minds of many investors.

Capital Markets Outlook, Wealth Planning


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The Risk of De-Risking

The Risk of De-Risking

by Paul Robertson, John McLaughlin
With the stock market’s recent volatility, now may seem like a good time to take profits and wait on the sidelines until the proverbial dust settles. After all, the bull market has persisted for nearly 10 years, the US Federal Reserve continues to raise rates, and global economic growth is decelerating (albeit modestly). Throw in an ongoing trade war and pockets of political turmoil, and taking profits may seem like a sensible strategy in these uncertain times.

Wealth Planning


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Learn About Investing—You Can’t Afford Not To
Cannabis: Waiting for the Smoke to Clear…
Five Tax Questions to Ask at Year-End
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