Wealth Speaks

Why Sequence of Returns Risk Matters Now

By webteam | June 11, 2020 | 0 Comments

The stock market initially posted a major drop at the beginning of the U.S. coronavirus outbreak. Since then, it has gained back some ground, but there continues to be daily volatility with no end in sight. That initial shock affected a lot of people. In fact, the Spectrem Group reported that the number of U.S.…

Demographic Drivers of Growth

By webteam | May 28, 2020 | 0 Comments

Economists have been cautioning for quite a while that the wind-down of the senior population and the retirement of baby boomers does not bode well for the U.S. economy — or anywhere else in the world, for that matter. The reality is that an aging population coupled with declining birth rates doesn’t add much in…

Pandemic Graduates: Help Them Manage Finances

By webteam | May 14, 2020 | 0 Comments

It is never easy trying to secure your first “real job” right out of college. There’s the age-old Catch-22: How do you get a job with no experience; how do you get experience when no one will give you a job? In the past, young adults could bide their time by taking temp or seasonal…

Investing for Income

By webteam | April 30, 2020 | 0 Comments

Investing for income is generally the modus operandi of a retirement portfolio. That’s because the so-called “accumulation phase” ends and the “distribution phase” begins. In other words, retirees stop focusing on getting rich and become more concerned with paying their bills and living a comfortable lifestyle. Income investing is different from growth investing but should…

Prospects for Investing in the 2020s

By webteam | April 16, 2020 | 0 Comments

Overview They say hindsight is 20/20, but it’s difficult to grasp that one day we could look back at this pandemic and recognize where we should have placed our investments. Perhaps a young researcher — sequestered in his home — will find a cure and a vaccine, start his own company and be the fastest-rising…

The 4-Step Plan for Advisors When Markets Turn Volatile

By webteam | March 11, 2020 | 0 Comments

Nervousness around COVID-19 and its implications for the global economy, a price war over oil between Saudi Arabia and Russia and an “emergency” half-point rate cut by the Federal Reserve all combined to form the perfect storm for investors in early March. Markets came off their record highs from February to take our portfolios –…

Is Risk Lurking in Your Portfolio?

By webteam | February 11, 2020 | 0 Comments

“Ya gotta spend money to make money.” “The greater the risk, the greater the reward.” “No pain, no gain.” No matter where we look or what we read, we are reminded that growth always requires some level of risk. It’s especially true when it comes to growing our money; we know that investing is an…

The SECURE Act: What Clients Should Know

By webteam | February 4, 2020 | 0 Comments

Congress addresses previous weaknesses and issues related to retirement savings plans with the new SECURE Act, which is now in effect. CLICK HERE FOR THE REPORT

2020 Market Outlook

By webteam | January 16, 2020 | 0 Comments

Now’s a great time to look forward as we enter 2020 and to help your clients do the same. Check out our 2020 Outlook video. We’re here to help you stay abreast of the domestic and international issues that could be affecting markets this coming year. CLICK HERE FOR THE FULL REPORT Here’s to a…

Impeachment: Boom or Bust for the Market?

By webteam | January 9, 2020 | 0 Comments

The U.S. House of Representatives made history on Dec. 18, 2019 by voting to adopt articles of impeachment against President Donald J. Trump. The House has charged President Trump with abuse of power and obstruction of Congress, even as he has simultaneously delivered phase I of a trade deal with China and realized the implementation…