Global Wealth Management

Survival of the Fittest

By Global Wealth Management / June 18, 2021

The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement planning and financial stability, chances are you were in […]

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Gen X Prepares to Ascend the Throne

By Global Wealth Management / June 2, 2021

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This […]

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Social Security Proposals and Strategies

By Global Wealth Management / May 18, 2021

As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives. For example, the Association of Mature American Citizens (AMAC) recommends […]

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Updates on FSAs and HSAs

By Global Wealth Management / May 18, 2021

A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand how they work. Basically, HSAs are paired with high-deductible health […]

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What the Stimulus Could Mean for Investors

By Global Wealth Management / May 2, 2021

Millions of Americans have embraced the new relief money resulting from the $1.9 trillion America Rescue Plan. They’ve been able to pay for utilities and put food on the table […]

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Warren Buffett’s Annual Shareholder Letter

By Global Wealth Management / April 18, 2021

Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to the company’s shareholders from which the investment industry gleans whatever newfound wisdom possible. Given that […]

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Can Money Buy Happiness?

By Global Wealth Management / April 2, 2021

In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an […]

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Is the Market Poised for a Value Shift?

By Global Wealth Management / March 18, 2021

The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many […]

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Pandemic Highlights the Difference Between Economics and Finance

By Global Wealth Management / March 2, 2021

One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep. […]

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Vaccines and the Stock Market

By Global Wealth Management / February 18, 2021

If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and […]

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