Investments
What Is “Stakeholder Capitalism”?
In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in the prior 30 years did much…
Read MoreAdvantages of Gender-Lens Investing
Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include: Advancing women in finance Advancing women in…
Read MoreAmerica’s Need for Better “Infloodstructure”
In February, Spirit Airlines decided to transfer a portion of its operations from Miramar, Florida, to Nashville, Tennessee. The key driver of this decision was recurring hurricane and tropical storm…
Read MoreFixed Income vs. Stock Portfolio
Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some,…
Read MoreIs the Economy Slowly, Silently Sliding?
Prospects for stock market growth have remained resiliently and optimistically cheerful this year, despite the nine-month-long pandemic. Unfortunately, the time may be at hand for a stock market price correction…
Read MoreHow High-net-worth Households are Faring
The investment markets rebounded and have proven resilient despite the economic decline resulting from the pandemic. The Federal Reserve continues to boost monetary policy with trillions in market support. Congress…
Read MoreThe Future of Retirement Planning
As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news…
Read MoreIs it Time to Go Global?
Competitive edge is a real factor. Here in the U.S., we boast that capitalism is the key to our success. Unfortunately, that key has gotten a little rusty lately thanks…
Read MoreMidyear Market Outlook from Wealth Managers
Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the…
Read MoreThe Highs and Lows of Dollar-Cost Averaging
Investors who defer the same amount of money from their paycheck into a 401(k) plan at regular intervals are practicing dollar-cost averaging. By investing the same fixed dollar amount each…
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