Changing Times, Changing Needs
Questions that all policyholders should ask themselves at least once a year
When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore.… Read More
Since the onset of the pandemic, “nearshoring” (moving offshore manufacturing closer to the U.S.) and “friendshoring” (moving offshore manufacturing to places that have strong diplomatic relations with the U.S.) have garnered more interest.
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weekly_market_recap-09-04-2023
Becoming Osaic
I’m reaching out to share some exiting news regarding SagePoint Financial, the firm I use to support my business operations.
SagePoint Financial recently announced that its parent company (formerly Advisor Group) adopted a new brand and name – Osaic.… Read More
Earlier this year, investors largely anticipated that U.S. economic activity, specifically capital spending, would slow dueto the lagged impact of tighter monetary policy. Instead, however, the economy has remained resilient and realnonresidential fixed investment grew 4.6% y/y in 2Q, largely driven by spending on structures and intellectual property.… Read More
Most forecasters entered this year expecting a recession, but recently, economic growth has actually reaccelerated.In fact, the Atlanta Fed GDPNow model estimates that the U.S. economy will grow at a 5.8% saar this quarter.
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weekly_market_recap-08-21-2023
Do you think you’re telling yourself the truth about money?
We may think we know the facts about our finances. But our beliefs can often overshadow the facts.
Our wishes, hopes, and fears can tip the scales away from the truth.… Read More
The Murkiest Part of Estate Planning is Talking
Specific questions to help frame your thinking as you talk to your heirs
The murkiest part of estate planning is to discuss when and how to distribute your assets to your heirs. This process requires a series of considerations and trade-offs to avoid emotion-laden family problems.… Read More
As of last Friday’s market close, the top 10 stocks in the S&P 500 accounted for 90% of the index’s year-to-date gains.While market breath has been narrow and returns have been highly concentrated, the rally has broadened out relative to May, when the S&P 500’s 10 largest names accounted for all of the year-to-date gains.… 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
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