Wealth Management News

Across the country, people are saving for that “someday” called retirement.  Someday, their careers will end.  Someday, they may live off their savings or investments, plus Social Security.  What is missing is a strategy – and a good strategy might make a great difference.

Read the full Creating a Retirement Strategy newsletter.

Whether you dream of endless Saturdays or dedicating your time to volunteering, remember that retirement is a beginning.  There's no better way to prepare for what may come, than to practice in the present.

Financial markets abhor uncertainty, and Russia's invasion of Ukraine added new uncertainties to a market already wavering from accelerating inflation and the prospect of higher interest rates.  After a year of strong economic growth and solid stock market returns, heightened inflation and the unclear pace of monetary policy tightening triggered market volatility right from the start of the new year.  The potential of rising interest rates propelled bond yields higher and hurt stock valuations, especially the previously high-flying, high-growth technology names.

Read the full Quarterly Economic Update newsletter.

The Russian invasion of Ukraine has made the Fed’s interest rate decision a little more complicated.

Read the full The Fed Has an Eye on Ukraine newsletter.

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.

Read the full Retirement Preparation Mistakes newsletter.

The stock market kicked off the fourth quarter with a powerful rally in October and added to those gains into November until investors were blindsided by news of the emergence of a new COVID-19 variant, Omicron, and testimony by Fed Chair Jerome Powell that escalating inflation and an improving labor market warranted consideration of an acceleration of its bond purchase tapering plans.

Read the full Quarterly Economic Update newsletter.