Unemployment Disparity Casts Shadow on Recovery
The Fed’s new approach to inflation plays a vital role in our recovery from the pandemic.
Cutting Through Uncertainty – Looking Beyond the Election
Opportunities to preserve, manage and grow wealth effectively after the election: 10/27/2020 webinar.
Expect a Carnival Ride in Stock Markets
Stock markets may perform like a rollercoaster after the election.
Consumer Spending Shortfall During a Pandemic
COVID-19 has negatively impacted consumer spending. Additional fiscal stimulus could play a big role in strengthening economic recovery.
Despite Immediate Risks, Stocks Look Good in Long Run
AMG provides an overview of today’s environment for investing in stocks and the possible outlook going forward.
Precious Metals: A Bit Too Precious?
Investing in precious metals may be best suited for its traditional hedging role and not a trading opportunity.
Dividend Investing’s Role in a Total Return Portfolio
Focusing on after-tax total portfolio return usually leads to better results than searching just for high-dividend yield.
Managing Wealth Amidst Potential Tax Policy Changes
Potential tax policy changes and their effects on building and transferring wealth: 8/28/2020 webinar.
Notes on the Economy – 3Q 2020 Summary
Not yet a sure thing, but data from many countries indicate that the worst of the global downturn is probably in the past.
Presidential Election & Policy Impact on Investments
https://vimeo.com/447683410 TAXING ISSUES: WHAT IT COULD MEAN FOR YOUR PORTFOLIO IF DEMOCRATS SWEEP TO POWER Many investors are asking how a blue wave of November election victories might affect the U.S. economy, financial markets and their portfolios. Democratic candidates are promising to raise taxes, particularly on the wealthy, to fund proposed government programs ranging from…