Global Wealth Management Blog


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Vaccines and the Stock Market

By Global Wealth Management | February 18, 2021 | Comments Off on Vaccines and the Stock Market

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 Wall Street analysts have long proclaimed that comprehensive economic recovery is not possible until we have contained the virus. The prospect of wide distribution of…

The Pros and Cons of Corporate America’s Remote Work Trend

By Global Wealth Management | February 2, 2021 | Comments Off on The Pros and Cons of Corporate America’s Remote Work Trend

Post-pandemic, will everyone go back to the office like nothing ever happened? Will lost jobs be recovered? Or is remote work and skeleton staffing a trend here to stay? A recent survey of company leaders revealed that eight in 10 plan to allow employees to work outside the office at least part time going forward.…

How To Help Maximize Social Security Benefits

By Global Wealth Management | February 2, 2021 | Comments Off on How To Help Maximize Social Security Benefits

There are good reasons to delay starting Social Security benefits, but there are also good reasons to begin them early. It really does depend on your circumstances. If you claim earlier than your full retirement age (FRA), your benefit will be permanently reduced. The age to qualify for the full Social Security benefit varies by…

2021 Outlook: Wealth Managers Weigh In

By Global Wealth Management | January 18, 2021 | Comments Off on 2021 Outlook: Wealth Managers Weigh In

While challenges likely still lie ahead, there’s no denying we all weathered our fair share of storms in 2020. Now that the calendar has turned to a new year, we looked to wealth managers across the nation to find out what they’re expecting for 2021. As you’ll see, the answer often changes depending on where…

What’s Ahead for the Stock Market?

By Global Wealth Management | January 2, 2021 | Comments Off on What’s Ahead for the Stock Market?

In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of this year.1 With the election behind us and a vaccine on the horizon, the stock market has plenty to celebrate. Many consumers used the pandemic period to shore up their savings,…

China’s Rebound

By Global Wealth Management | December 18, 2020 | Comments Off on China’s Rebound

In mid-November, China signed an important and symbolic free-trade agreement with 14 countries, including Japan, South Korea, New Zealand and Australia. The deal, which represents 30% of the world’s population, eliminates tariffs and quotas on 65% of goods traded in the Asia-Pacific region. Global economists say the deal is further evidence of Asia’s growing power,…

Advantages of Gender-Lens Investing

By Global Wealth Management | December 2, 2020 | Comments Off on Advantages 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 leadership Advancing products and services that improve the lives of women Advancing companies that have a positive effect on their female employees Advancing companies that…

Let’s Talk About … the 401(k)

By Global Wealth Management | November 18, 2020 | Comments Off on Let’s Talk About … the 401(k)

The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked for ways to share that burden with employees. Through profit sharing, workers made money when the company did and made less during down years. While…

Why Endurance Training & Wealth-Building Are More Alike Than You Might Think

By Global Wealth Management | January 25, 2020 |

It might seem odd, but yes, endurance training and wealth building have more in common than one might think. Recently, an article was published on another financial website comparing the two. The author of the article is a regular contributor to the FinancialMentor.com website, Larry Weber. Weber has coached running champions for 30 years, from…