Wealth and Investment Services


Staying Invested in a Tricky Market Environment

Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession hasn’t followed the chorus of predictions. In some ways, figuring out what to do now that stocks have gone up is as difficult as considering what to do when stocks are down. Today’s more fully valued stock market is pricing in an increasingly optimistic outlook for economic growth and corporate profits, but the economy still faces challenges that will likely lead to slower ...
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3 Tips for Preserving Wealth in Your Golden Years

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to pass down to your loved ones. It might be worthwhile to do some careful planning and ongoing maintenance. Here are three tips that may help you preserve wealth after retirement. Make a Health Care Plan Unless you are one of the few lucky enough to retire from a job that provides health care to retirees until Medicare eligibility, you need to ...
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The Sandwich Generation: Caring for Parents and Children Simultaneously

As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This generation is the middle-aged generation supporting the baby boomer generation—now the largest generation ever. According to research by Harvard University’s Joint Center for Housing Studies, by 2035, one in three heads of households will be someone age 65 and older. The American population will have one in five people age 65 or older, increasing by 30 million people over the next thirty years. As our population ages, the cost of affordable care ...
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As Rates Rise, CDs Are Making A Big Comeback

Low-risk, predictable returns for investors needing to preserve their capital In a rising interest rate environment, fixed-income investments become increasingly important for investors. Fixed-income investments such as bonds, Treasury bills, and Certificates of Deposit (CDs) provide a steady income stream and are generally considered to be less risky than other types of investments such as equities. Fixed-Income and Rising Rates Allocating to fixed-income is important for diversification purposes. Fixed-income investments typically have a low correlation with equities, which means that they can provide stability to a portfolio during times of market volatility. This can help investors to manage their overall ...
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