- Advisors Magazine
Federal Reserve Rate Cuts Benefit Small and Micro-Cap Valutions
Fund Managers See Federal Reserve Rate Cuts Significantly Benefitting Small and Micro-Cap Valuations
- Advisors Magazine
New York State mortgage delinquency rate is worse than U.S. average
While the economy has largely recovered from the unprecedented uncertainty and instability brought on by the COVID-19 pandemic, homeowners are now facing new challenges.
- BPT / Advisors Staff
How business leaders are positioning their companies amid mixed recession views
Halfway through 2023, views on whether a recession is likely to occur before year-end are mixed. JPMorgan Chase’s 2023 Midyear Business Leaders Outlook survey found that 45% of business leaders anticipate a recession in 2023 or believe the economy is currently in one, down from 65% at the beginning of the year. However, 36% don’t expect a recession to happen, and 20% are unsure.
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Sep 26, 07:38 am
Federal Reserve Rate Cuts Benefit Small and Micro-Cap Valutions
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Sep 23, 13:57 pm
New York State mortgage delinquency rate is worse than U.S. average
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Nov 07, 10:29 am
How business leaders are positioning their companies amid mixed recession views
Markets have rallied about 15% year-to-date, a recession in the United States has not materialized, and the economy continues to improve slowly. The landscape, however, is always changing and at Krietzberg Wealth Management
Two major U.S. banks — Silicon Valley Bank and Signature Bank — closed in March 2023. But while these shut downs came as a shock to the general public, there is some positive news for the average bank account holder: Over the last two years, banking has shifted to favor the depositor.
- Joe Innace
‘Tis The Season For Tax Planning
The U.S. tax landscape is constantly changing—whether it be tax brackets, deductions or newer tax laws affecting retirement plans and estates like the SECURE Act.
- Advisors Magazine
Recipe for Financial and Civic Service
Many Americans nowadays take part in some form of community service. The career-expert website Zippia.com, in fact, estimates that there are nearly 122,000 community service
- Advisors Magazine
Weaponizing Financial Advice Serving Those Who Serve
At the end of 2021, there were nearly 1.4 million active military service members across the United States, according to the Department of Defense Manpower Data Center. What’s more, some 18 million Americans—about 7% of
- Joe Innace
Aligning Assets for the Future
There are 32.5 million small businesses in the United States, according to the U.S. Small Business Administration. Many are now selling their businesses and properties with an eye toward retiring comfortably.
- Advisors Staff
Reimagining Mortgage Advice
It’s such a clichéd scene, that it’s now embedded in the minds of most homeowners: the day when the mortgage is paid off and it’s ceremonially burned in a fireplace or an ashtray. And conventional financial wisdom—from the likes of
- Joe Innace
Persistent Portfolio Management
In mid-September, CNBC polled about 400 chief investment officers, equity strategists, portfolio managers, and CNBC contributors who manage money about their market views for the rest of 2021 and 2022. More than three-quarters of the
More than a third of pre-retirees are very worried about running out of money in retirement, according to Secure Retirement Institute® (SRI®) research. Annuities can protect principal and provide guaranteed lifetime income, alleviating pre-retirees
- Bobby L. Hickman
Higher Taxes Ahead?
Americans looking ahead to retirement are becoming increasingly concerned that the possibility of higher taxes in coming years will make it more difficult to plan for their future.
- Bobby L. Hickman
Valuing Financial Guidance
Families and individuals who rely on financial advisors continued to outperform investors without advisors, even as the COVID-19 pandemic roiled markets and brought new uncertaint
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