The Wealth Report
The Power of the Federal Reserve
It’s not unusual to hear the Federal Reserve being bashed or praised — sometimes both in the same day. That’s because its ability to stimulate or stifle the economy is powerful but not always popular. Learn why.
The Wealth Report
Feeling Financial Stress? Here’s How to Cope
Tough times now; tough times ahead. This is not the time to ignore financial planning. Even during the worst of times, it pays to take control of financial issues, from credit scores to retirement preparedness.
The Wealth Report
Strategies for Retiring in 10 to 20 Years
Planning for retirement can be a tall order when you’re still juggling a mortgage, tuition and family vacations. But to get this right, you need to start now.
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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