Tag: Investments

Direct Indexing

Aug 11, 2021

Direct Indexing
An old way to manage a portfolio is getting some new attention

“Indexing” is a familiar phrase in investment jargon, and a familiar concept. Money managers structure certain investment vehicles to contain all of the stocks within a particular Wall Street index, such as the Standard & Poor’s 500 stock index. This equity exposure may fit the investment strategy for some investors depending on their risk tolerance, time horizon and goals.  (more…)

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The Whims of Wall Street

Apr 19, 2021

Wall Street Sign American Flag
What to know about shifting market attention, and investor burnout

It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield. And it wasn’t that long ago that the financial markets were influenced by reopening and vaccine distribution statistics. (more…)

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It’s All About Bonds

Apr 12, 2021

There’s an old Wall Street maxim that says, “markets climb a wall of worry.” And these days, there’s plenty to worry about with the trend in long-term interest rates and bonds. (more…)

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Volatility Tests Your Mettle

Mar 15, 2021

Reflecting on Stock Market Volatility
Some changes may be unsettling

Most people understand that stock prices don’t go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor.

In recent weeks, stock prices have trended lower with a few eye-popping, one-day rallies as the financial markets appear to adjust to higher interest rates on long-term Treasuries. Since the beginning of the year, we’ve seen a jump in the yield of the 10-year treasury. (more…)

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The Emergence of ESG Investing

Mar 12, 2021

ESG: what does that acronym stand for? Those three letters stand for “Environmental, Social, and Governance” and signify an investment that has particular merit to investors of all ages.

A recent Morgan Stanley Bank survey found that almost 90% of millennials would prefer to have investments that suit their values. With young adults, ESG investing could become more and more of an element in investing strategies.1 (more…)

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Updated Life Expectancy Tables Create Opportunity for Retirees

Feb 3, 2021

If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Thanks to updated life expectancy tables from the I.R.S. RMD amounts may be reduced.

Next year, the Internal Revenue Service plans to update the life expectancy (more…)

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Outlook 2021: Bond Prices

Jan 27, 2021

Bond yields clock ticks down
What’s behind the quiet fall in bond yields?

The 10-year Treasury yield has climbed higher since the New Year, which means that some bond prices are dropping. You may have seen the headlines that say, “10-Year Yields Over 1%.”

For some, the first time they experience a change in bond prices is when they open their monthly statement and review their investments. (more…)

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A Windfall Inheritance Comes Your Way

Nov 16, 2020

Here’s a windfall scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the chances of that? (more…)

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Long-Term Interest Rates Are Creeping Higher

Nov 13, 2020

With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. (more…)

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Election 2020: Investing in A Dose of Patience

Oct 26, 2020

Investment Compass
A Dose of Patience

The upcoming election is prompting some people to reconsider their investing strategy.

In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential election. (more…)

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More Insights

Transferring Your Family Business
Oct 2, 2023

As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the … Continue reading “Transferring Your Family Business”

Facing the Possibility of Incapacity
Sep 29, 2023

Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcohol or drug abuse.

Investing in Bonds
Sep 27, 2023

Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often underappreciated and underestimated.

Life Insurance and Estate Planning
Sep 25, 2023

Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of many estate plans. You can use it to leave much-needed income to your survivors, provide for your children’s education, pay off your … Continue reading “Life Insurance and Estate Planning”

Government Shutdown Looms, Stocks Say ‘Been There, Done That’
Sep 22, 2023

The specter of a U.S. federal government shutdown continues to loom this week as Congress has just 12 days to agree on a budget before the October 1 deadline. House Republicans released a temporary measure on Sunday which could push the deadline out another month, with the hopes of a final solution coming in the … Continue reading “Government Shutdown Looms, Stocks Say ‘Been There, Done That’”

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