In the latest Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent weakness in the U.S. dollar, what’s driving the move, and why it may not be as alarming as headlines suggest. They also explore how currency shifts can creat …
When planning retirement, it’s also important to consider what you’re going to do.
Tax pitfalls are something everyone tries to avoid, especially high net worth clients. Investing can bring on excess tax burdens if your clients are not aware of things they should be on the lookout for to avoid potential problems. Here, I’ll discuss the top four tax pitfalls that are …
The S&P 500 continued to march higher, rising 0.8% last week. Excluding dividends, the index of large-cap U.S. stocks reached a new record. Some investors prefer this measure for determining when bear markets end. By almost any measure, the S&P 500 is no longer in a bear market.
A financial plan is paramount to a family’s financial success. During periods of volatility we often hear that investors should “stay the course”, but what does that mean? Is there a course to stay without having a financial plan? We feel that there seems to be a misconception that having a …
With U.S. and international stocks in flux thanks to the coronavirus pandemic, it’s easy to assume that investing your money right now isn’t the brightest idea. However, as with any recession, certified financial planners say there are still solid opportunities to invest some cash — as long …
𝗪𝗮𝗻𝘁 𝘁𝗼 𝘄𝗶𝗻 𝗺𝗼𝗻𝗲𝘆 𝗳𝗼𝗿 𝗬𝗢𝗨𝗥 𝗳𝗮𝘃𝗼𝗿𝗶𝘁𝗲 𝗰𝗵𝗮𝗿𝗶𝘁𝘆? Join us in playing “What Rink is Larry at?” during the upcoming hockey season for a chance to win money for YOUR favorite charity! TO ENTER: Name the rink Larry is at in the video and put the name of the charity you would like the don …
