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A look back on 2014 - The Year of Divergence (Part 2)

Posted by Daniel Dingus

Jan 15, 2015 6:30:00 AM

Last week we discussed the first half of 2014, The Year of Divergence.  This week we wrap things up with the second half of the year in part two.

In July 2014, anxiety around the global markets began to take hold and by the end of the month, the MSCI EAFE* was barely positive, up less than 1 percent as the S&P 500 index held on to most of its gains through the first seven months of the year. The divergence would heighten in coming months as investors worried that economies outside the U.S. remain tangled in their struggling markets. For some countries, a bitter world cup loss added salt to the wound.

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Topics: 2014 year in review

A Look Back on 2014 - The Year of Divergence (Part 1)

Posted by Daniel Dingus

Jan 8, 2015 5:00:00 AM

 

It was not supposed to happen. Many thought that the equity markets would take a breather and the bond market would be equally hard. Investors worried that the equity markets would struggle to continue their climb and interest rates were set to rise. In some respects not all markets are created equal and while many large company U.S. stocks rose, smaller companies lagged and international markets were struggling. Most surprising was the decrease in interest rates, spurring another rally in bonds. Let’s take a look back at The Year of Divergence.
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Topics: Economy, 2014 year in review

An Early Holiday Present, Lower Oil Prices

Posted by Lisa Brignoni

Dec 11, 2014 7:00:00 AM

photo credit: anonneymouse1 via photopin cc

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Topics: oil, holidays, consumer spending

Understanding Annuities: Uses, Benefits and Cautions

Posted by Robert Fragasso

Dec 1, 2014 7:00:00 AM

 

Annuities can be a valuable wealth accumulation tool, but they are often misunderstood and improperly sold. Below is a simple breakdown of the uses, benefits and cautions to bear in mind with annuities. 

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Topics: high net worth indv, retirement income, annuities,

Military Suicide and Financial Planning. What is the Connection?

Posted by Ray Amelio

Nov 5, 2014 9:49:17 AM

 

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Topics: Financial Advisor, financial plan, veteran, military

Don't Get Fooled into These Five Investment Mistakes

Posted by Daniel Dingus

Oct 30, 2014 6:00:00 AM

photo credit: Professor Bop via photopin cc

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Topics: Financial Planning, timing markets, financial plan, halloween, investments

Brokers versus advisors: Which would you prefer?

Posted by Deborah Graver

Oct 28, 2014 11:08:00 AM


Image source: Wikimedia Commons

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Topics: Financial Advisor, Financial Planning, Advisor, high net worth indv, advisors vs brokers, brokers

With great wealth comes great complexity. Time to simplify.

Posted by Deborah Graver

Oct 20, 2014 4:05:17 PM


photo credit: Cyberslayer via photopin cc

 

Eighty percent of high net worth investors are new to wealth. As a result most first generation millionaires don’t know how to navigate through the complexity wealth brings because no one has shown them. And, although wealth creates great opportunities in life, it also leads to increased financial responsibility. Decision making becomes complicated. When this happens, you need to turn to a knowledgeable professional who can help make sense of this financial landscape and work with you to create a holistic financial plan to help you see the forest through the trees to realize your life goals.

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Topics: Financial Advisor, Financial Planning, high net worth indv

Into Thin Air: Will Your Wealth Outlive You?

Posted by Deborah Graver

Oct 15, 2014 11:29:05 AM

photo credit: nouveaustar via photopin cc

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Topics: Financial Advisor, Inheritance, Estate Planning

The State of Charitable Gifiting in the Nonprofit Sector

Posted by Dotti Bechtol

Oct 2, 2014 6:00:00 AM

 

Dotti Bechtol, Fiduciary Asset Business Development Officer discusses the state of charitable gifting in the nonprofit sector. Watch the video to find out more!

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Topics: Charitable Gifting, Financial Advisor, Charity, nonprofit, community

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