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Affluent Families' Financial Strategies: Insights from New Survey
Today we’re excited to share with you the results from our most recent survey breaking down how affluent American families handle their finances. We commissioned the Affluent Family Finances Survey th
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Bull Market Resilience: Investing in Innovation Amidst Economic Shifts
Stocks continued to rise in the face of a horrific mass-shooting and escalating geopolitical tension. The US economy shed 33,000 jobs in September, but it was largely due to the hurricanes and the ove
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Bull Market Resilience: Navigating Global Disruptions & Economic Uncertainty
Over the past quarter, North Korea successfully tested a hydrogen bomb; devastating hurricanes battered Texas, Florida and the Caribbean; political dysfunction in Washington featured more Russia contr
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Market Volatility: Recent Performance & Outlook
Markets remained calm as corporate earnings satisfied investors and controversial actions from the White House surrounding Obamacare and Iran were largely ignored by investors. The situation around th
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Hidden Investment Fees: How They Impact Your Portfolio
Paying your financial advisor an annual fee of two to three percent seems harmless. However, that seemingly small difference could crush your portfolio. Compounded over a lifetime, those percentages c
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ECB Bond Buying Program: Market Reaction and U.S. Stock Performance
It was a somewhat bumpy week for U.S. stocks with corporate earnings driving most of the swings. Tuesday’s positive results from Caterpillar and 3M led equities higher, but a string of negative surpri
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Investment Fees: How They Impact Your Returns
The median price of a home in the United States was recently reported by the U.S. Census Bureau to be $319,700 (including the land on which the home sits). So what exactly does this number have to do
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Choosing a Financial Advisor: Essential Questions to Ask
Did you know that that 61% of Americans don’t know how much they pay in investment fees, according to a recent survey Harris Poll conducted on our behalf? What’s more, only 26% of those polled agreed
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Bitcoin in 2017: Trends, Price Surge & Future Investment Potential
Bitcoin has had an eventful 2017. Starting the year at just under $1,000 per coin, Bitcoin has recently spiked to over $7,000 this month. 2017 has marked an all-time high for bitcoin trading volume. T
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Understanding Investment Advisory Fees: A Cost Analysis
Financial transparency on a whole may have increased, but too many Americans still don’t understand just how much they are actually paying their advisors. In a recent survey Harris Poll conducted on o
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End-of-Year Tax Considerations: Market Performance & Key Events
The Dow, S&P, and Nasdaq all finished the shortened trading week with strong weekly gains, S&P closed above 2,600 for the first time in anticipation of a strong holiday shopping season. Tech s
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Navigating Market Volatility: Should You Rebalance Your Portfolio?
After nine years, some investors are getting increasingly worried about the continued viability of the long-running bull market. Add in the rumors of rising interest rates, and some investors are read
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HIFO vs. FIFO: Understanding Tax Implications for Investors
The U.S. Senate narrowly approved a tax overhaul on Saturday and it includes a proposal that will generate more tax revenues for the federal government by restricting choices for some taxable investor
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Rebalancing Your Portfolio: A Necessary Step After a Bull Market
The nine-year bull market has helped fatten most investment portfolios, which is a welcome relief for many investors who have lingering memories of the Great Recession. However, the bull market may ha
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Bitcoin: A Balanced Perspective on the Cryptocurrency
Stocks finished modestly higher for the week as tax reform and Bitcoin mania dominated financial headlines. A strong jobs report Friday also contributed. The Senate and House are still working to reco
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US Tax Bill Update: Market Reaction & Federal Reserve Rate Hike
Stocks rallied early in the week on continued anticipation of corporate tax cuts in the United States. They reversed course Thursday when it appeared Senator Marco Rubio might oppose the bill without
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The Anchoring Effect in Investing: Avoiding Past Market Biases
When you think about investing, what do you use as a reference point? Many investors use the Great Recession of 2008 as their reference point due to the financial turmoil it caused and they make futur
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Market Update: Tax Reform & Weekly Stock Performance
The Dow, S&P, and Nasdaq all finished slightly lower on Friday, but higher for the week. President Trump signed the new tax bill, which slashes the corporate tax rate to 21% from 35%. The Dow &
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2017 Market Review & 2018 Outlook: Key Trends & Predictions
A selloff in the final trading minutes of the year pushed stocks into the red for the shortened holiday week. Technology stocks lagged for the week, led by Apple after some analysts suggested demand f
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Master Your Finances: 5 Essential Money Management Skills for 2018
Your relationship with money can blossom with just a few changes. Is your relationship with money a little rocky? Maybe you spend too much, save too little or just totally ignore the whole situation.
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Essential Investing Advice for Beginners: Lessons Learneddiv.cust...
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The True Cost of Dog Ownership: Can You Afford a Canine Companion?This article may contain links from our partners. Please read how we make money for more info.Without a doubt, many children pine for the days of adulthood where they can finally have a furry friend o...
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Avoid Retirement Planning Mistakes: 8 Costly Errors to Steer Clear OfAvoiding these mistakes may help you in planning for retirement. (iStock) Americans across the generations struggle with retirement saving and planning with many worrying they’ll run out o...
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Navigating European Political Landscape for Fund Setup: Key ConsiderationsThere are several political issues worth keeping abreast of as a US fund manager coming to Europe. Three likely to prove key in the near future are the green agenda, Brexit and regulatory matters. The...