A Strategy of Holistic Wealth Management: How Family Wealth Services Augments Wealth Planning
I’m often asked why it’s important to partner with a family wealth services professional, especially when someone is already engaging a financial broker, legal team or accountant. The following scenario shows how family wealth services provide a personalized and...
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Market Perspectives- December 2022
The Inflation Trail • Consumer inflation levels are trending downward, as evidenced by November’s CPI 7.1% annualized inflation report. • Job markets remain healthy, with unemployment levels of 3.7%. • Shoppers were out in force around Thanksgiving and Cyber Monday,...
3 Cash Investment Strategies to Turn Current Market Volatility Into Future Earnings
It has been a very turbulent year for both the equity and bond markets, as both have suffered large losses during much of 2022. As a result of this market volatility, combined with accelerated inflation, the net worth of Americans has been steadily decreasing since...
The Morning View: December 13, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, the Consumer Price Index increased 0.1% in November, less than expected and lower than the previous month. The headline number grew 7.1% on an annual basis. Monthly prices for Shelter, up...
Market Update -December 2022
A Month At A Glance Equity markets surged in November with emerging-market equities outperforming their developed market counterparts The prospect that U.S. inflation may have finally peaked brought on the hope that Fed interest rate increases may slow Amid widespread...
The Morning View: December 9, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, the Producer Price Index, a measure of what companies pay for their input costs, grew 0.3% in November, more than expected, and has increased 7.4% on an annual basis, which compares to...
Why the Fiduciary Standard Is Important to Investors
Originally published on BenefitsPro.com on November 30, 2022 A financial advisory relationship is based on trust. Investors understandably want to know that the advisor they’re trusting with their money is going to do what’s in their best interests — not the...
Divorcing a Trustee: Do You Need a Prenuptial?
For any corporate trustee you choose, there should be some minimum requirements, and it’s best to check its reputation ahead of time to find out if its trust relationships end amicably. Originally published on Kiplinger.com December 5, 2022 There are many reasons that...
The Morning View: December 2, 2022
From our colleagues at our sister company, Argent Trust: Announced this morning, the economy added 263,000 jobs in November, higher than expected. The Leisure and Hospitality industry was strong, while the Retail Trade industry was weak. The Unemployment Rate held...
Retirement Times December 2022 Newsletter
December 2022 This month's Retirement Times discusses the following: How to End the Year on a Bright Note Provider Consolidation in the Retirement Plan Market: Impacts for Sponsors Four Things to Know About Plan Limit Hikes Participant Corner - ‘Tis the Season for...