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Protect: Do you have Enough Umbrella Insurance?

Umbrella liability coverage supplements other liability policies such as auto and homeowners. It is designed to kick in when the coverage on those policies has been exhausted. The main purpose is to protect your assets from unforeseeable accidents and missteps. When thinking about assets, there are obvious things that come

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Does a Fixed Income Allocation Still Make Sense?

Background Amidst tight credit spreads, historically low total yields and uncertainty regarding the path of interest rates, investors have questioned the value of fixed income allocations within their portfolios. A fixed income allocation has traditionally provided three key benefits: (1) Diversification, (2) Capital Preservation, and (3) Income. While every economic

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Monthly Market Update for February 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: February markets were dominated by a sharp rise in bond yields and the corresponding fears that those increasing yields

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Protect Your Credit Report

Routinely checking and monitoring your credit report will not only help you understand your current credit position but can also help you take early action against signs of potential fraud and identity theft. This can help save you the inconvenience of dealing with bigger issues weeks, months or even years

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Monthly Market Update for January 2021

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: An eventful January saw the US Senate tilt in the Democrats’ favor, a riot at the US capital building,

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Protect Against Tax Identity Theft

Tax identity theft affects thousands of taxpayers every year. This occurs when someone uses your stolen personal information, including your social security number, to file a tax return claiming a fraudulent refund. Here are some tips you can take to reduce your risk of experiencing tax identity theft. File your

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2020 Year in Review

2020 HighlightsThe Covid-19 Pandemic was the dominant force impacting the global economy in 2020, leading to the first recession since the Global Financial Crises and most severe global recession since World War II. Despite the headwinds from Pandemic-related shutdowns, unprecedented Central Bank measures and large fiscal stimulus packages both in

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Monthly Market Update for December 2020

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Global equity markets had another positive month as the Pfizer and Moderna vaccines began to be administered around the

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December 16 FOMC Summary

Below is a brief summary of yesterday’s FOMC statement. Rates In their final meeting of 2020, the FOMC voted to keep the Fed Funds target rate unchanged within the 0.00% to 0.25% range. This outcome was widely expected, and all committee members voted in favor of the action. The forward

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Future Return Expectations

Overview The pandemic-induced downward spiral in the credit and equity markets which began in February was halted largely on the strength of historic actions by the Fed and Treasury. By Mid-March they had announced rescue programs including bond buying, interest rates at zero, loan programs, stimulus checks, and enhanced unemployment

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Monthly Market Update for November 2020

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Global equity markets rallied in the month as investors cheered a barrage of positive COVID-19 vaccine news. Encouraging data

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Monthly Market Update for October 2020

Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: The US and Euro-area economies both soared to record GDP growth in the 3rd quarter following the previous quarter’s

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