News of real interest.
Approximately 77 percent of retirees now prefer to give money to loved ones throughout their retirement rather than leave inheritances in estates after they pass away according to a recent study.[i]
This post will explore the potential benefits and risks of gifting inheritances early, and help you determine if this could be the right strategy for you.
What are Some Benefits…
“The beat goes on, the beat goes on.” The Beat Goes On, Sonny and Cher
In March of this year we marked the 8-year anniversary of the market nadir caused by the financial crisis of 2008. To kick off the beginning of the ninth year of this bull market, stock and bond markets continued their march upward. Global equity markets, as measured by the MSCI ACWI Index, were up 4.25% in the…Read post
What are factors?
Over the last several years, investors have been inundated with attempts to re-brand factor investing – “smart beta,” “strategic beta,” “engineered equity,” “beta plus,” etc. While the list of marketing-driven buzzwords continues to expand, they are all largely synonymous with factor investing. They each refer to investment strategies focused on syste…Read post