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REVISITING ENERGY
The first quarter earnings season began on April 12, and expectations for the energy sector were decidedly negative going into it. However, this low bar has led analysts to forecast a series of positive surprises in the energy sector.
Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status
The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be...
It’s Not Too Late to Become Financially Literate
Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals. So, if...
IPOs AS A MARKET TELL
The initial public offering (IPO) market is a crucial barometer of investor sentiment and economic health. A strong IPO market signals confidence, while a sluggish one can raise red flags. In our latest report, we dive into the current IPO landscape, analyzing recent activity and performance.
Wealth, Success, and Mental Health: Finding the Balance Between Wealthy and Healthy
April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pressure to sustain success...
The Role of AI in Investing and Financial Planning
As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise.
Digital Payments and Taxes: What You Need to Know Before You File
In an unexpected turn of events, the IRS announced another delay in the implementation of the new reporting rule that would require third-party payment apps, for example, Zelle, PayPal, Cash App, or Venmo, to report earned income over $600 per year to the IRS on form 1099-K.
A BUSY (AND PERHAPS HISTORIC) WEEK FOR CENTRAL BANKS
Central bankers from the U.S. to Australia and seemingly everywhere in between will be meeting
this week to discuss monetary policy. A total of 15 meetings will take place this week, highlighted
by the Fed, the Bank of England (BOE) and the BOJ. After years of central banks tightening
monetary policy by raising interest rates, markets (and consumers) are waiting for interest rates
to come back down.
Why Your Credit Score Matters in Retirement
Regardless of the stage of life, your credit score is an essential component of your financial health when you’re in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower interest rates.
Super Six Drives Solid Earnings Season
Fourth quarter earnings season is winding down with only about a dozen companies in the S&P 500 left to report. After a slow start mired by messy bank results early on, corporate America picked up the pace and ended up delivering results well ahead of...