Hot Topics

Investing and the Election

There is no question the presidential election of 2020 is going to change the future of the United States, but that election is in November, and affluent investors have portfolio decisions to make before that time.

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Household Outlook and the Election

Is your personal economic future bright or dark? Thirty-four percent of investors say their household income will increase over the next 12 months. Only 5 percent believe their household income will decrease.

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Are Electric Cars Gaining Momentum?

More than half of investors say their next car purchase will be an internal combustion engine vehicle, indicating the shift to electric cars or hybrids is still lagging. 

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Predicting the Dow Jones

A fun exercise in predicting market outcomes has turned serious in the fall of 2019 as the stock market indices continue to climb. 

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You'd Better Call Your Retired Clients!

Forty-four percent of retired investors said, “not returning phone calls in a timely manner” and 38 percent said “not being proactive in contacting me” would cause them to change advisors. 

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