Commentary

Don’t Panic About Interest Rates

The panic of the day is the news about interest rates.

Commentary

A Preview of Q4 2021 Earnings

We are just starting earnings season, when companies will be reporting how much money they made in the fourth quarter of last year.

White Paper

Market and Economic Outlook: Regaining Balance in 2022

What’s in store for the markets and economy? According to Commonwealth CIO Brad McMillan and his A-team of analysts, the recovery is no longer dancing to the tune of the pandemic. While the emerging Omicron variant and factors like the Fed’s tightening of monetary policy make for uncertainty, the team outlines the upside possibilities for regaining balance and redefining normal in the year ahead.

Video

Market Thoughts for January 2022 [Video]

Commentary

2022 Market and Economic Outlook: Finding the Upside

As we closed out 2021, the world looked both different from a year ago and very much the same. Another wave of the virus was underway, with a new variant that may be even worse than the one before.

White Paper

The Advisor's Guide to Advanced Financial Planning Strategies for High-Net-Worth Clients

High-net-worth clients can play an integral role in the profitability of your advisory practice. Are you prepared to meet their multifaceted financial planning needs? Follow this guide for a walkthrough of advanced wealth management strategies, including estate planning, special needs care planning, asset protection, and charitable giving.

Video

Market Thoughts for December 2021 [Video]

Commentary

Inflation and Investing

Inflation and what it means for investing is one of the biggest issues I have been hearing about recently. The topic can generate quite a bit of anxiety. But before we start to worry, let’s take some time to understand what actually happens when inflation hits the economy. Then we can panic—or not.

White Paper

The Road to RIA—Only: One Firm's Journey

What really happens when you go fee-only and run your own RIA? The Road to RIA-Only: One Firm’s Journey follows the story of two advisors who are doing both. In it, they speak candidly about the highs and lows of the experience and offer advice for others considering a similar path.

Video

Market Thoughts for November 2021

Commentary

Markets and Economy Retain Momentum—But Risks Remain

It’s been a while, but it’s time for another COVID update. Compared with a month ago, the medical situation continues to improve, which is good news, although there are reasons to be concerned over the next month or two.

Video

Market Thoughts for October 2021

Commentary

Looking Back at the Markets in Q3 and Ahead to Q4 2021

After a great start to the quarter in July and August, September was when the storms hit. Here in the U.S., markets pulled back significantly.

White Paper

A Quick Guide to Charitable Giving Options

Clients looking to give to charity often already know where they want their money to go based on a personal connection or passion for a particular cause. Where they’ll need your help is deciding how to make those donations.

A Quick Guide to Charitable Giving Options reviews a variety of giving methods—offering potential benefits and other considerations for each—and includes a glossary of related terms. With it, you’ll be better equipped to help your clients find the right giving method based on their philanthropic goals.

Commentary

Will Evergrande Take Down China and the World Markets?

For those who haven’t heard, global markets slumped yesterday as a Chinese real estate developer, Evergrande, was reported to be approaching bankruptcy. For many, this news brings to mind the great financial crisis of 2008.