Update October 2020
Investment Commentary: Third Quarter 2020
- Extreme divergence between industries within the economy
- Interest rates could remain at generational lows for years
- Stocks deliver another impressive quarter
Entering the fourth quarter, all eyes are on the U.S. presidential election. As is the case every four years, the dire predictions of what is to come if either candidate wins are now daily headlines. Although we will hopefully have more clarity around the direction the country is headed after November 3rd, we want to remind investors that political promises and predictions are not always the way things turn out. Investors should remind themselves of this before placing too much importance on the outcome of the election one way or the other.
Two Financial Issues Parents Need to Address
The decision of whether to return to work and setting up an estate plan are two of the most important financial decisions a parent needs to make. Patricia Sklar discusses both topics in her article "Two Financial Issues Parents Need To Address," featured in Georgia Family magazine.
Are you affected by the UPS Voluntary Separation Allowance Plan?
If you’re considering the new UPS buyout offer, you’re facing a big decision and will want to act quickly. Our advisors can help you answer important questions and make wise decisions about your finances. Read our white paper here, and schedule a no-obligation, 30-minute consultation.
Retiring Well: Connecting Through Philanthropy
Two significant challenges of the Covid-19 reality are a loss of personal connections and a real burden on charitable organizations to meet the increasing needs of people around the world. We are all learning how to adapt to a more virtual world in building and investing in relationships.
Taking Stock with Lisa Brown: Is Now the Time to Dial Down Risk?
The stock market’s stunning turn of recent events could present a golden opportunity to rebalance your portfolio. Lisa talks with Herman Freitag, CFP® about finding your individual "sweet spot" that balances return and risk.
Top 12 Unique Financial Planning Aspects for Business Owners
While there are many fundamentals of financial planning that extend across the various types of individuals such as executives, professional service providers or W-2 employees, there are some aspects specific only to business owners.
The Pandemic has forced firms to offer early retirement plans. Here's what to consider before you decide to pack it in.
Couples Both Working from Home? How to Maximize Your Finances
If you’ve been working from home this year you may have noticed an increase in the amount of money you are able to save. Take advantage of this time before you return to the office to consider these ideas from associate wealth advisor Josh Monroe on how you can maximize your finances.