Dec 20, 2021 | Weekly Summary
Today’s volatile markets are not a surprise to us. As we stated in last week’s commentary: “We continue to expect ongoing volatility in financial markets.” We also highlighted that the Omicron variant “will be a continuing concern. Its ultimate effects on economic...
Dec 17, 2021 | Weekly Summary
Weekly Summary: December 13 – 17, 2021 Key Observations: In our opinion, the Federal Reserve’s (Fed) latest policies disclosed this week were more hawkish than consensus anticipated. Same day financial markets’ reactions were more compatible with more dovish...
Dec 15, 2021 | Wealth Strategies
The transfer of wealth from one generation to the next is an obstacle all high-net-worth families face during the estate planning process. Over the next 25 years, the United States will experience the most significant wealth transfer in history, with around $68...
Dec 10, 2021 | Weekly Summary
Weekly Summary: December 6 – 10 Key Observations: People, governments, policymakers and financial markets appear to have a shared goal of “let the good times roll.” Out of necessity, their approaches are quite varied.The mounting evidence that the medical...
Dec 6, 2021 | Articles, Wealth Strategies
2021 has been a year of mixed emotions, having confronted many challenges and uncertainties around proposed legislative changes, with markets simultaneously climbing to all-time highs. As we head into the new year, now is the time to take stock and assess whether your...
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