There is no perfect system or framework for investing, nor can any investor follow any system in a perfectly disciplined way. Goals-based investing, however, is a better approach than most in helping investors stick to their investment diet, reach their target and maintain their financial “weight” over time.
In the past 12 years, there have been two distinct economic and market environments. The first, a period of rampant borrowing, was fueled by a red-hot real estate market. The second, a period of deleveraging, saw a reversal of the debt buildup with household debt ratios declining through a combination of bank write-offs, debt repayment and income growth. It could be argued that much of the needed deleveraging has now been accomplished or, at minimum, that spending habits have changed enough to set the economic system on a path toward a more normal economic environment.
The US Federal Reserve is beginning to talk about diminishing its quantitative easing program if signs of a sustainable economic growth path emerge.
The first half of 2013 was characterized by strength in the U.S. equity market, but also by rising volatility and struggles in a variety of other asset classes. For the second half of 2013, the authors expect an acceleration of growth in the United States, a slightly better economic tone in Europe and below-trend growth in most emerging economies.
Atlantic Trust's Third Quarter Newsletter
By some measurements the Federal Reserve has more than tripled the money supply in response to the 2008 economic crisis.
Changing client behaviors are having a big impact on the levels of service and communications High Net Worth Investors (HNWI’s) expect from their wealth manager. This report details some of the key expectations of today's wealthy investors.
In this issue of Global Foresight, entitled "Re-born in the USA," Rockefeller & Co. takes a close look at the prospects for the U.S. dollar, challenges in emerging markets, opportunities in fixed income, and increasing U.S. energy production. David P. Harris, CFA, Chief Investment Officer, focuses on the varied implications of a stronger U.S. dollar and discusses Rockefeller’s general outlook for managing to a long-term strengthening dollar. Jimmy C.
PWC presents findings from the 20th anniversary edition of the Global Private Banking and Wealth Management Survey. The study looks at industry performance, markets, clients, products and services, human capital, operations, technology, risks, and regulatory challenges. Key findings include:
On June 26, 2013, the Supreme Court of the United States issued two groundbreaking opinions regarding same-sex marriage. The rulings will substantially impact financial and estate planning for same-sex couples living in jurisdictions that recognize same-sex marriage. Now is a critical time for same-sex couples, regardless of their legal status, to review their estate plans to ensure that they are optimally structured.