Wealth Management Articles

Invitation: How to Talk Money With Your Family

Invitation: How to Talk Money With Your Family

For many of us, money is a taboo subject within the family. But financial conversations can also be important and even necessary. What do existing estate plans look like? Do older generations intend to contribute to grandkids’ college or wedding bills or give everything to charity? Do family elders have enough to support themselves without family assistance? Do we need to add “financial support to parents” to our own financial plan?

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Global Market Commentary March 2022

Global Market Commentary March 2022

In their worst Q1 performance since 2020, global equities ended the first quarter down -5.36% despite rallying in March 2.17%. In the U.S., both the S&P 500 and Nasdaq indices posted their first quarterly loss in two years, returning -4.95% and -9.08%...

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Global Market Commentary – February 2022

Global Market Commentary – February 2022

The Russian invasion of Ukraine sent risk assets plummeting in February as the conflict, the resulting sanctions and soaring inflation add more uncertainty to the global economic picture. The MSCI All Country World Index dropped -2.58% in February to bring YTD returns...

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Last Week in Review ā€“ January 21, 2022

Last Week in Review ā€“ January 21, 2022

Last Week In ReviewLast week, rising interest rate fears and growth worries pushed the S&P 500 Index to its most significant decline over the holiday-shortened week in more than 14 months. (Markets were closed last Monday in observance of the Martin Luther King,...

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Last Week in Review – January 14, 2022

Last Week in Review – January 14, 2022

Last week the large-cap indexes recorded their second consecutive weekly loss to start the yearā€”and the technology-heavy Nasdaq Composite its thirdā€”as the unofficial start of earnings season began. Financials shares came under pressure on Friday as JPMorgan Chase and...

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