1151 result(s) for :
- Perspectives & Planning Spring 2016
This quarter’s newsletter highlights our outlook for the global economy and capital markets. Despite a rocky start to 2016, we remain fairly optimistic on the outlook for both the U.S. economy and financial markets. - Five Things to Do Before Meeting With an Advisor
Americans' financial lives are increasingly complex. It's not unusual to have checking and savings accounts, a 401(k), IRAs, and other personal investments. Keeping track of all your savings and investments has prompted many individuals to seek guidance. If you are part of this growing majority, you may have already scheduled a meeting with an advisor. To make the most of your time together, keep this pre-meeting checklist in mind. - Ensuring Your Family's Security
To protect your family's financial well being, take a tip from the Boy Scouts and "be prepared." Look over this checklist to see if all your bases are covered in the event of a debilitating injury or death. - What is a Living Trust?
A living trust is one of the most prevalent estate planning tools in use today. Most people use a living trust instead of a will to avoid probate, a court-supervised process for transferring assets to the beneficiaries listed in your will, which can be expensive and exposes your estate to public record. A living will does not avoid the estate tax but makes the settlement process much easier. - Women, Wealth, and Legacy Planning
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries' financial security, women play a central role in establishing and preserving family wealth. - Yours, Mine, and Ours - A Couple's Guide to Retirement Planning
Learn how and why couples should work together when planning and saving for their shared future. - Perspectives & Planning Winter 2016
This quarter’s newsletter highlights our annual outlook for the global economy and capital markets. We believe there will be continued moderate growth in 2016, despite some significant headwinds from energy prices and geopolitical risks that will trigger volatility during the year. - Markets, We Have Liftoff
Halley’s Comet appears about every 75 years to light up the night sky. While it may seem that long since the last Federal Reserve (the “Fed”) rate hike, it was actually only 9 years before yesterday’s long awaited liftoff. The Fed unanimously voted to increase short term rates by 25 basis points to a corridor rate of 25-50 basis points. We would like to take the opportunity to address several of the questions you may have about the Fed rate hike. - Impact of the Federal Reserve Rate Hike
As expected, the Federal Reserve at its December 2015 meeting raised the Fed Funds rate (the overnight interbank rate) by ¼% to a range of ¼% to ½%. This was the first rate hike in 9 ½ years. The Fed expects to raise rates by another 1% before year end 2016. By historical standards, this would be viewed as gradual, i.e. a ¼% rate hike every quarter versus a rate increase every six weeks in prior tightening cycles. - Social Security Changes
In early November President Obama signed the Bipartisan Budget Act of 2015 into law. This act includes key changes to the Social Security claiming rules. These changes focus on the “Restricted Application” and “Voluntary Suspension” rules, which combined create the “File and Suspend” strategy. The changes to the law will be phased in over the next year and are date of birth sensitive.
