Over the next two decades, more than $51 trillion is expected to transfer to women as surviving spouses, making this one of the most significant wealth shifts in history. Yet many women tell us their biggest financial concern isn’t investing—it’s paying too much in taxes. This webinar is d …
Markets Navigate Flat Job Growth, Middle East Conflict, Rising Energy Prices The S&P 500 turned slightly negative for the year last week, but many other major indexes have solid gains. Inflation risk has risen as energy prices have soared, but we still expect price spikes to be relative …
In the first episode of The Glass Half Full, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, discuss the latest geopolitical developments in the Middle East and whether tensions involving Iran could threaten the ongoing bull market. The conversation e …
Retirement plans like 401(k)s and IRAs can be an easy and effective way to save for retirement. Many investors favor these accounts for their significant tax advantages, which can include pre-tax or tax-deductible contributions. Contributions to a 401(k), traditional IRA, and other retirem …
10 Thoughts on Markets, the Middle East, and the Iran Conflict The U.S./Iran conflict is top of mind, but remember that, historically, major geopolitical events rarely disrupt bull markets. We may see increased volatility and a move toward risk-off assets near term, but we think the impact …
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, break down what could happen if the U.S. were to strike Iran and how markets may respond. Ryan and Sonu discuss the potential impact on oil prices, inflation, interest rates, and affordab …
It’s February, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is, often, “Everything.” But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage …
