Post Election Financial Advice
Global events, such as the intensely divided presidential election that we just lived through, are certain to generate some periods of market volatility of varying lengths in addition to a significant amount of stress.
How To Get A 35% Investor Tax Credit In SC
Maximizing tax credits offered by the IRS and various states around the US is key to maximizing your financial position. There are many types of tax credits available for both individuals and businesses.
Brexit and Goldman Sachs Outlook June 2016
There is no silver bullet when it comes to investing or wealth management in general… if there was, we would all be sitting on yachts and most likely not reading this article. However, there needs to be some clarity and calm on the very complex 'Brexit' subject for our US based clientele.
Economic Outlook - April 2016
After an extremely volatile quarter, the broad equity market indexes ended just about where they started. Risk assets began the year under heavy pressure, with the S&P 500 Index declining more than -10% to a 22-month low on February 11.
Are Annuities Good Investments?
Annuities are one of the few financial products that allow financial advisors to use the word "guaranteed".
Markets Rally in Anticipation of G20 Summit
On this week’s podcast (recorded February 26, 2016), Bill Miller, CIO from Brinker Capital discusses the recent string of positive news, the hopeful outcome following the G20 Summit, and what still remains as cause for concern:
What we like: G20 Summit underway to discuss new policies intended to h
5 Days Left To Get Health Insurance in 2016 - Obamacare AEP Ends Sunday
You have 5 days left until Sunday January 31st to get health insurance for 2016.
If you miss this date, you may have to pay a penalty. Register now so that you don't miss the individual health insurance Obamacare Annual Enrollment Period (AEP).
Economic Outlook - January 2016
After three years of strong market returns, 2015 performance was relatively flat combined with higher volatility across most asset classes.
