You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
Politics and global affairs were front and center in September as the uncertain future of Chinese real estate group Evergrande sparked concern among investors internationally, and the continued debate in Congress over raising the U.S. federal debt ceiling caused apprehension in markets at home and abroad. As was the case during the previous quarter, investors continued to eye potential action by the Federal Reserve as markets continued to price in elevated inflation expectations. These events and other factors were able to stall overall stock market growth for the quarter.
Once you have a solid estate and wealth transfer plan in place, it needs to be updated when your life changes. Which specific instances call for an edit? Glad you asked.
Equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices, US and non-US developed markets outperformed emerging markets for the quarter.
Knowing this answer and the different ways inflation is calculated can help add some valuable perspective the next time you hear it discussed in the news media or among colleagues.
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved.
There are a number of parallels between riding a bike and becoming a disciplined investor. We touch on the three that stand out the most and how we think they can contribute to better financial outcomes for investors.
"Is NOW a good time to be investing?"
Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.
The first quarter began with the discord of an insurrection, a failed impeachment, as well as the spectacle of an inauguration of a new President. It ended with the S&P 500 at all-time highs and up 6.2% for the quarter.