Macro Overview Historically volatile October was validated once again by dramatic price swings for both stocks and bonds. Among the catalysts behind the volatility were rising rates, a strong dollar, tariffs, and waning benefits stemming from the tax cuts. Markets are transitioning from a …
5 Unexpected Threats To Your Retirement Plan As A Corporate Executive
As a busy corporate executive, putting the vast majority of your time and energy into the operation of your company and planning for its future, retirement may not be front and center on your mind. Sure, you save into your retirement plan and know you have plenty of stock options available, but what …
Newsletter: October 2018
Macro Overview The Fed raised rates for the third time this year, signaling it was on track for further hikes over the next few months. Rates moved higher across the fixed income spectrum, with the 10-year Treasury bond piercing the 3% mark, a level last reached in May of this year. The Federal …
Newsletter: September 2018
Macro Overview Trade and tariffs continued at the forefront of discussions among the U.S. and international trading partners. Topics at hand included the North American Free Trade Agreement (NAFTA), the World Trade Organization (WTO), and protecting U.S. intellectual property rights …
Key Considerations For Corporate Executives Who Are Nearing Retirement
When it comes to planning for retirement, there is no one-size-fits-all approach. Everyone has different amounts of accumulated wealth, various family dynamics, legacy planning needs, personal goals, and many other financial considerations. One other reason why everyone’s financial plan and …