Are you overwhelmed at the thought of establishing an estate plan? If so, you’re not alone. Estate planning is a complicated topic with many variables and options. Let’s look at its history and purpose so that we can better understand the solutions. One of those solutions is a Grantor Retained Annuity Trust.
In March, we celebrated the 10-year anniversary of the bull market. Now, trade wars have resurfaced and the markets are negatively responding. Are you now wondering what you should do to protect your portfolio from volatility?
We’ve seen the hype around “unicorn” companies (worth at least an estimated $1 billion) making their debuts as public companies recently. These privately held startups are racing to Wall Street to capitalize on the bull market and to beat a recession some think will be in here in the next year or two.
We have a student debt crisis in the United States. Total student loan debt has quintupled since 2004, bringing the total to over $1.3 trillion. So what is an employer to do?
The U.S. increase of tariffs on Chinese goods Friday caused U.S. stocks to open lower, after closing down 2.5% for the week before Friday. However, mixed signals from the markets may have investors wondering what do with their portfolios.
Thanks to low unemployment and below-target inflation trends, Fed policy makers as expected left the target range for the federal funds rate unchanged (2.25 – 2.50%). What does this mean for investors?
Hedge funds have gotten off to a better start in 2019 as compared to last year. After three months of consecutive growth, the 2019 First Quarter year-to-date average gains are the industry’s best since the beginning of 2012. This news may lead you to want to know more about hedge funds and their role in an investment portfolio. We’ve answered some common questions about hedge funds below.
Investors have grown accustomed to low volatility over the last decade as the U.S. experienced the longest bull market in history. However, is the end of the bull market approaching? Federal Reserve Chair Jerome Powell recently confirmed what we predicted in our 2019 Market Outlook, namely “growth has slowed in some major economies.”
As we celebrate the longest bull market in U.S. history, now is a good time to consider what, if anything, you should do to protect your portfolio.
Are you looking for a timely update on the markets and economy? We recently presented a brief webinar discussing the five themes we see for the market in 2019.