After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.
Joseph R. Biden, Jr.'s win in the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward.
The elevated value of the stock market has become disconnected from a weakened economy for a variety of reasons. The confluence of these factors has brought stock market prices back to near-record highs, or allowed them to begin recovering quickly - even while the economy is slowly recovering from the impact of the COVID-19 pandemic. Provided that governments maintain their support for the market and economy, and consumers remain committed to investing, we expect growth in the stock market to continue.
From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.
Regardless of your expectations about the election’s outcome, step back and think about the bigger picture.
72% of Americans have felt financially stressed at some point during 2020. Here are 6 of the most common stress triggers with ways to fix them.
Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.
With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if one hasn’t already begun. From a markets perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growing chance of recession. Investors may be tempted to abandon equities and go to cash because of perceptions of recessions and their impact. But across the two years that follow a recession’s onset, equities have a history of positive performance.
Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services will review stock market performance during the first half of 2020 and discuss the importance of placing recent global events in a historical context and with key investment principles in mind.