Lifetime Money Management for Children with Disabilities

Lifetime Money Management for Children with Disabilities

Published: 02/07/2024

Discover the essential guide to lifetime money management for children with disabilities in our latest blog. Learn how a special needs trust can secure your child's financial future while preserving their access to vital public benefits. From selecting the right trustee to understanding the types of trusts available, our article offers invaluable insights for parents navigating the complexities of estate planning.

Market Insights - January 2024

Market Insights - January 2024

Published: 01/29/2024

Most major global stock indices had a very strong year in 2023. Inflationary pressures have begun to ease and the Federal Reserve Bank signaled that it may soften its aggressive monetary policy stance taken to combat inflation. Higher rates should benefit returns on fixed-income securities going forward.

September Trends and the 'September Effect' - [Market Insights: October 2023 Edition]

September Trends and the 'September Effect' - [Market Insights: October 2023 Edition]

Published: 10/17/2023

Our latest Market Insights delves into the current financial landscape. The job market remains strong, and corporate earnings are solid, but risks persist. The Federal Reserve's decisions on interest rates are crucial, and mortgage rates are at a two-decade high, impacting housing and homebuilder stocks. Commercial real estate faces challenges with declining values, potentially risky loans, and high refinancing needs. We also explore the "September effect" on stock markets and the impact of geopolitical issues on energy prices and rising inflation driven by wage increases and union strikes.

Market Insights - September 2023

Market Insights - September 2023

Published: 09/08/2023

The U.S. equity markets are witnessing a rally in 2023, largely driven by major tech firms investing heavily in artificial intelligence (AI). Yet, with great opportunities come great challenges, including potential regulatory hurdles and security risks. Meanwhile, global inflation showcases a diverse picture, with countries grappling with different economic pressures. Dive into our latest blog to explore the intricate dance between AI advancements and economic dynamics and what it means for small and mid-cap stocks.

Active vs. Passive Investing: Strategies to Know in 2023

Active vs. Passive Investing: Strategies to Know in 2023

Published: 08/17/2023

When it comes to investing, it's important to understand the differences between active and passive investing. Learn about the key differences, advantages, and disadvantages of each to make informed investment decisions.

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