THE MARKETS Trade war trade-off. There was some good news on trade, last week. The United States took steps to reduce trade friction with the European Union, Canada, Mexico, and Japan. “The United States on Friday reached an agreement with Canada and Mexico to remove steel and aluminum tariffs, which had been a […]
THE MARKETS Trade talk trouble took a toll last week. Major U.S. stock indices moved lower when trade talks between the United States and China broke down. The Standard & Poor’s (S&P) 500 Index, Nasdaq Composite, and Dow Jones Industrial Index all finished the week down between 2 percent and 3 percent, reported […]
Do you know how to prepare for the successful transition of family wealth? You’re about to find out. In today’s episode, Tim Scannell discusses a powerful tool that helps families pass on their legacy to their heirs—family meetings. Here’s what you’ll learn about in today’s episode: The primary goals of multi-generational […]
THE MARKETS The Standard & Poor’s 500 Index is off to its best start in 20 years. Despite the great performance of U.S. stock markets year-to-date, and data that suggest economic growth remains steady, some analysts and investors have been pecking at Federal Reserve Chair Jerome Powell. They’re keen for the Fed to […]
My boys called their grandma on our way to school earlier this week. They had written a song about the ‘first day of May.’ They are 6, so ‘Isn’t it a great day for the rainy first day of May’ was about all there was to the song, but the excitement that kids have for […]
Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do with your assets when you’re no longer around to enjoy them? […]
THE MARKETS It wasn’t an ‘Avengers End Game’ spoiler, but there was big news last week. Economic growth in the United States was strong during the first quarter. The Bureau Of Economic Analysis (BEA) announced gross domestic product (GDP), which is the value of all goods and services produced in the United States, […]
THE MARKETS And the answer is… A Jeopardy! contestant captured the nation’s attention last week by setting multiple records for the most money earned in a single episode. The Standard & Poor’s 500 Index has been setting some records, too. Michael Mackenzie of Financial Times explained: “Less than four months through […]
THE MARKETS Investors took an intermission. The curtain appeared to close on the first act of 2019 last week – and what an impressive act it was. The Standard & Poor’s 500 Index delivered some dramatic returns and is less than 1 percent away from a new all-time high. Despite relatively few […]
As the cold weather begins to calm, everyone here in the Midwest is eager to hang up their winter coats for some sunshine. This means one of my favorite seasons is almost over. And no, I am not talking about Spring… Nothing welcomes warm weather better than taxes. For those of you who don’t check […]
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