12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review.
1. Do you have a will and powers of attorney for health care and property?… Read More
One is based on personal experiences and the other is grounded in theories
As the digital age reshapes traditional norms, a dramatic shift in the sources of financial advice is emerging among young investors. Betterment, a leading online investment company, recently surveyed 1,200 investors from Gen Z to baby boomers about their preferred sources of financial information.… Read More
A word about recessions.
Are we still going to see one this year?
Let’s discuss.
Why did so many people think a recession was coming?
Inflation and interest rates, primarily.
Historically high inflation has cast a pall over the economy since early 2021.1
In response, the Federal Reserve has raised interest rates rapidly to bring inflation back down.… Read More
The stock market (S&P 500 index) is up nearly 17% for the first half and has proven surprisingly resilient despite numerous challenges. These include ongoing recession worries, instability in regional banks, and high inflation.
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On-The-Mark_-The-_Artificial_-Magic-in-the-Stock-Market-Rally-July-2023
The Financial QuarterlyAfter a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn out a powerful Q2 performance.1Is the bear market finally over? Will we see more volatility ahead?Let’s take a look at what happened in Q2 and what might be in store for Q3.Looking… Read More
Take 2 minutes now to hear AssetMark CIO Christian Chan share his mid-year outlook on growth, headline inflation and equity rally.
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The clock is ticking on US debt ceiling negotiations. Treasury Secretary Yellen informed Congress that cash balances are estimated to run out by early June, the so called X-date 1 With the deadline fast approaching, markets are sending signals about investor concerns.… Read More
Over the last two weeks, the FDIC assumed control of Silicon Valley Bank and Signature Bank. Both banks had experienced losses in their fixed-income portfolios and were unable to attract sufficient capital to meet the withdrawals of their depositors.
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The FDIC took over Silicon Valley Bank (“SVB”) and Signature Bank last week.
To boost the stability of the banking system, the government effectively protected all depositors in the banking system.
While some risk remains, we believe the big systemic risks are now lower. … Read More
Last year was an exceptional year, and not in a good way. There was no shortage of worries during the year from COVID-19, the Ukraine war, and the most central story of all: inflation and interest rates. In this edition of On the Mark, we identify the impact of inflation on markets and whether investors should expect more of the same or changes in 2023.… Read More
12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review.
1. Do you have a will and powers of attorney for health care and property?… Read More