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A week for the record books

February 28, 2020 |Global Portfolio Advisory Committee

After a brutal week for stocks, markets expect a flurry of Fed rate cuts. But already low Treasury yields are only moving to new record lows.

The Wealthy Barber explains the benefits of a testamentary trust

February 27, 2020 |David Chilton, The Wealthy Barber

They are a tool—a quite flexible tool—that can help you to help the people you love.

Coronavirus contagion: Implications for the economy and stock market

February 25, 2020 |Global Portfolio Advisory Committee

Volatility has spiked as the coronavirus outbreak expands outside of China. We look at the potential economic impact and the risks to U.S. equities.

What were the best (and worst) years to be born?

February 19, 2020 |Matt Barasch

We look at the best and worst years to be born from an investing perspective. Spoiler alert - 1943 was a gem.

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Where are markets and the dollar headed?

Despite some recent weakness, stocks are up sharply from the December, 2018 lows. We have a lively discussion about where we go from here, what some of the biggest risks are, and some of the biggest issues on clients' minds.

A week for the record books

The Wealthy Barber explains the benefits of a testamentary trust

Coronavirus contagion: Implications for the economy and stock market

What were the best (and worst) years to be born?

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Where are markets and the dollar headed?