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The Wealth Report: Anticipating a Boom in Wealth Transfers

Financial services research firm Cerulli Associates reports $68 trillion in wealth will transfer between U.S. households over the next 25 years.1 However, a number of variables could impact that total, including expenses associated with a longer life span, fluctuation in investment markets and ability to preserve capital and create tax-advantaged wealth transfer plans.   Click to…

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The Wealth Report: How Turmoil and Gridlock in Washington Impacts the Markets

Political division in the federal government is traditionally viewed as a good thing for the stock market. That may no longer be true. A Republican president and Senate, combined with the Democrats’ takeover of the House, creates questions about how a split government in Washington will impact the nation’s economy.   Click to Read More

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The Wealth Report: Implications of Having Your Data Exposed

In 2018, Bloomingdale’s, Macy’s and Reddit were added to a growing list of companies infiltrated by data hackers.1 While a security breach can become a public relations nightmare for the affected company, the real damage is inflicted on the consumers whose data was left unprotected. Click to Read More

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The Wealth Report: What Low Unemployment Means for the U.S.

In October 2018, unemployment fell to 3.7 percent, its lowest rate in 49 years.1 Although this number offers at-a-glance insight on the nation’s economic status, there are many ways to interpret data. Digging deeper into the calculation of unemployment rate and what it means for the country suggests that even though more people have jobs, there…

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The Wealth Report: How the China Stimulus Impacts Global Growth

China, the U.S. and other countries launched stimulus programs starting in 2008 in an effort to mitigate the effects of the global recession. China’s strategy was effective at reducing the short-term impact, but it has been problematic in terms of long-term economic growth. Click to read more.

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The Wealth Report: Are We on the Verge of a Financial Crisis?

As we close out 2018, remember that this past year marked the 10th anniversary of the last financial crisis. The economic recovery from that time has been slow but remarkably sustainable. And although today’s economy remains quite sound, rising U.S. interest rates and ongoing trade tensions with China have many experts pondering if we are…

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The Wealth Report: Women and Money

Despite their experience with managing money, women continue to face greater challenges than men when it comes to retiring with lifelong financial independence. Click to read more.

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