Industry Trends

  • Change Made Easier

    The change to a new season often prompts us to adopt new habits or practices to better experience what matters most to us. This is reminiscent of our client conversations about what is most important to them in their lives, particularly when when change is desired...

  • Cyber-Safe Tips

    The acceleration of cyber-fraud, often inflicted from afar at likely no risk to the perpetrator, is such a pervasive concern that one of our techie friends mentioned he had to have therapy to stop waking up at night worrying about whether his clients’ technical systems were as cyber-safe as humanly possible...

  • Sweet Summertime

    Good news abounded during the second quarter, with many factors contributing to the overall positive results. The Information Technology sector dominated the equity markets in the U.S., helped in large part by exciting advances in artificial intelligence...

  • Better Dull Than Down

    Another year is upon us, complete with new personal goals and plans to fulfill former ones. For any investor who spent a lot of time stressing over the volatile capital markets last year...

  • The Drama of Wall Street

    Where We Are The final week of September brought not only a change in season but also a change in sentiment. Additional stimulus measures, strong corporate earnings and well-received news from the Federal Reserve contributed to positive momentum through the early summer months. However, global capital markets ultimately disappointed in the third quarter, leaving some investors feeling unsettled following previously impressive returns. The mixed results of the quarter serve as a good reminder that the trajectory of capital market ...

  • What Might Recovery Look Like?

    We mentioned in our previous article that recovery expectations differ widely across the generations, as reported in the current research of one of our strategic partners, Capital Group’s American Funds. The graph provided, illustrating S&P 500 investment returns during each age group’s working years, provides a context for the generationally specific investment results indicated below. Capital Group research conducted in January of 2020 reported annual portfolio return expectations by generation¹: Gen Z                  ...

  • Triple Play: Hope, Business (kind of as usual), Recovery

    In tandem with the consequences of the medical crisis, long-term investors may be focused on the financial crisis, thinking: “What about my investments? When will they recover?” Recent swift and deep downturns in the capital markets illustrate the relentless uncertainty that persists while investors await a signal that post-pandemic normalcy is returning, with more consistent positive performance results not far behind. You may be reassured by the following slide as you patiently experience life on pause. Shared by our trusted ...