417 result(s) for :
- Market Volatility: Another Good Reason for a Year-End Review
A year-end portfolio review provides an opportunity to take a thoughtful look back with a financial advisor before planning ahead. This article will help you prepare to take a closer look at your asset allocation. - Questions to Ask When Drafting an Estate Plan
Discover why a sound financial plan should include trust and estate planning. - The Impact of the Brexit Vote
The impact of the Brexit vote on equity markets was short-lived as investors resumed buying equities a mere 3 trading sessions after the historic vote. The FTSE 100, which consists of large multinational corporations trading in London ended the week following the vote about 5% above pre-referendum levels, and most equity markets rallied back substantially from the lows set in the trading sessions immediately following the vote. - Economic & Financial Market Review and Outlook
After a soft finish to 2015 and a weak start in 2016, U.S. GDP growth appears to have rebounded in Q2 2016 to 2.5% or better, a welcome improvement from the 1.25% average of the prior two quarters. We continue to forecast 2%+ GDP for the remainder of 2016 and our full year view of 2% to 2.5% growth, accordingly, remains intact. The probability of recession over the next twelve months still appears low, although one could argue, risks are slightly more elevated due to soft global growth and slowing job gains. - Implications of the Brexit
The Brexit vote for Britain to leave the EU has triggered a selloff in global equity markets although the impact in the U.S. is modest so far, with major indices down approximately 2.5% thus far today. Clearly, investors across the world were caught leaning the wrong way on the Brexit vote, and the short-term reaction has been sharp and painful. In this note, we focus on our view from a longer-term perspective. - Putting Brexit in Context
In a week’s time, Britons will go to the polls to determine if the U.K. will remain in the European Union. This referendum has so captured the attention of investors as well as the public that new words have been coined to describe the opposing positions, “Brexit” to leave and “Bremain” to stay. In purely economic terms, exiting the European Union could conceivably push Britain, the world’s fifth largest economy and the EU’s second largest after Germany, into recession. - Perspectives & Planning Spring 2016
This quarter’s newsletter highlights our outlook for the global economy and capital markets. Despite a rocky start to 2016, we remain fairly optimistic on the outlook for both the U.S. economy and financial markets. - Five Things to Do Before Meeting With an Advisor
Americans' financial lives are increasingly complex. It's not unusual to have checking and savings accounts, a 401(k), IRAs, and other personal investments. Keeping track of all your savings and investments has prompted many individuals to seek guidance. If you are part of this growing majority, you may have already scheduled a meeting with an advisor. To make the most of your time together, keep this pre-meeting checklist in mind. - Ensuring Your Family's Security
To protect your family's financial well being, take a tip from the Boy Scouts and "be prepared." Look over this checklist to see if all your bases are covered in the event of a debilitating injury or death. - What is a Living Trust?
A living trust is one of the most prevalent estate planning tools in use today. Most people use a living trust instead of a will to avoid probate, a court-supervised process for transferring assets to the beneficiaries listed in your will, which can be expensive and exposes your estate to public record. A living will does not avoid the estate tax but makes the settlement process much easier.
