The Wealth Report


The Wealth Report

Income Ideas for Retiring Early

Recent research has found that millions of Americans who lost their jobs during the early months of the pandemic have decided to call it quits and retire early.

The Wealth Report

COVID-19 Retirement Accounts

The economic setback caused by the COVID-19 outbreak has put many households in financial jeopardy. Learn how recent legislation has eased rules that allow Americans to withdraw money from retirement accounts.

The Wealth Report

Investing in the Midst of a Pandemic

Throughout history, certain events have irrevocably changed the world — the Industrial Revolution, the invention of radio,television and the internet. This time around, it may be the pandemic. Stock markets tanked, employment plummeted, economies receded and health care systems were tested to the brink.

The Wealth Report

COVID-19 & Retirement Accounts

The economic setback caused by the COVID-19 outbreak has put many households in financial jeopardy. Learn how recent legislation has eased rules that allow Americans to withdraw money from retirement accounts.

The Wealth Report

Why Sequence of Returns Risk Matters Now

Clearly, market performance impacts our invested wealth. But when the market performs — or rather, falters — can have a dramatic impact on how long our retirement income will last.

The Wealth Report

Demographic Drivers of Growth

Personal consumption, business investment, government spending and net exports all contribute to economic growth. Yet it is the labor force that provides fuel for that engine. Take a look at who will be steering this vehicle in the future.

The Wealth Report

Pandemic Graduates: Help Them Manage Finances

Historically, income investments were referred to as “widow-and-orphan stocks.” This originated from widow-led households that had to rely on income generated by an investment portfolio once the sole breadwinner passed away. Now, investing for income is generally the modus operandi of a retirement portfolio.

The Wealth Report

Investing for Income

Historically, income investments were referred to as “widow-and-orphan stocks.” This originated from widow-led households that had to rely on income generated by an investment portfolio once the sole breadwinner passed away. Now, investing for income is generally the modus operandi of a retirement portfolio.

The Wealth Report

Rebalancing Act: Your Asset Allocation Strategy

Look no further than the COVID-19 pandemic to understand the value of asset allocation rebalancing. When stocks have outperformed substantially, investors can hold too much exposure to the stock market — so a subsequent downturn can be brutal.

The Wealth Report

Global Economic Impact of Coronavirus (or Any Other Pandemic)

Hypothetically speaking, what are the possible U.S. and global impacts of widespread coronavirus or any other pandemic in the future? How can the average investor help protect his financial portfolio during a market downturn related to a global crisis?

The Wealth Report

Spring Clean Your Finances

This spring is a good time to organize your finances, clean up debt and credit issues, consolidate, allocate and develop good habits to meet your goals.

The Wealth Report

Potential Impact of U.S. Tension with Iran

Conflicts that arise among Middle East countries tend to threaten global oil supply. This time around, however, it’s America involved in a tense standoff. What does this mean for investors?

The Wealth Report

2020 Tax Changes: What you Need to Know

As you file your tax return for 2019, it’s worth reviewing what changes are on the docket for 2020 so you can fine-tune your tax plan for the year and make beneficial adjustments now.

The Wealth Report

The Secure Act: What You Should Know

Congress addresses previous weaknesses and issues related to retirement savings plans with the new SECURE Act, which is now in effect.

The Wealth Report

Impeachment: Boom or Bust for the Market?

The U.S. House of Representatives made history on Dec. 18, 2019 by voting to adopt articles of impeachment against President Donald J. Trump. The House has charged President Trump with abuse of power and obstruction of Congress, even as he has simultaneously delivered phase I of a trade deal with China and realized the implementation of the United States-Mexico-Canada Agreement (USMCA).

The Wealth Report

Investor Tips for the New Year

Flipping the calendar to a new year always signifies the end of one chapter and the beginning of another, but the start of a new decade is an especially fitting time to embrace a fresh start. Finance-wise, the first 20 years of this millennium brought the best of times and the worst of times for many. Keep the wisdom and lessons learned in mind to guide your New Year’s resolutions for 2020.

The Wealth Report

New Outlook: What to do in a Slow-Growth Economy

The U.S. has enjoyed a good run. A record-setting, long-running bull market. Historically low unemployment. Economic strength and general prosperity. But what happens when growth begins to decline?

The Wealth Report

'Tis The Season for Holiday Spending Tips

Who says you have to wait until Black Friday to start your holiday shopping? One good way to avoid the holiday rush and take advantage of lower prices is to shop and mail early, then sit back and enjoy your newfound free time at the end of November with family and friends. Read on for more holiday season spending tips.

The Wealth Report

How Investor Behavior Influences Portfolio Performance

The concept of efficient markets rests on the belief that investors behave rationally — buying when prices are low and selling when they are high. However, that practice goes against the grain of human behavior. We are not machines; our behavior frequently is based on our emotional reactions. How we respond can vary based on a number of factors, such as market volatility, what’s going on in our personal lives and even the mood we’re in that day...

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