Why a Stock Peak Isn’t a Cliff
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.
Is 2021 the Year to Gift?
It should come as little surprise that Congress seeks ways to generate revenue given current spending levels. So what has been proposed and how might it affect high net worth estate and gift planning?
Understanding the Role of Cognitive Bias and Economic Bubbles
Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?
Exploring FANMAG Stock Performance
Our researchers at DFA take a deep dive into FANMAG stock performance history and why we continue to believe that fad-based investing is no substitute for a broadly diversified portfolio.
Strategies for Managing Concentrated Stock
Managing a concentrated stock position involves more than just knowing a little about stocks and trying to predict the market. Concentrated stock can be accumulated in many ways and can bring with it risk hurtful to your portfolio, and to your pride. Having a plan in place customized to your unique stock concentration issues can help achieve your financial goals.
Wealth Transfers in a Low Interest Rate Environment
Turbulent markets affect not only your portfolio, but your livelihood. As we continue to monitor this unsettling time we also see opportunity. The economic downturn coupled with historically low interest rates may provide unique wealth transfer opportunities.
How Can Plan Sponsors Help Participants During the COVID-19 Crisis?
Unless you own or operate a financial services company, giving out financial advice is probably way outside the scope of your usual responsibilities. But your employees need help, particularly those who have been impacted financially by the pandemic. So, what can you do?