Whenever I talk to financial advisors about autism, the response I get is something like, “Sara, my clients are high net worth individuals. They are not autistic.” Well, think again.

I’ve been writing about the possibility of higher inflation for months, and now it looks to have finally made landfall. The headline consumer price index (CPI) came in at 5% year-over-year, the highest in over a decade.

This week’s subscriber request series Tuesday covers 10 popular equity REITs.

Issues such as the convertibility of paper currency to gold and the viability of MMT were addressed more than 200 years ago by England, soon after the U.S. became independent.

According to data provided by The Block, mining revenue on the Ethereum blockchain topped $2.35 billion in May—a new all-time high—compared to $1.45 billion for Bitcoin. Transaction fees alone contributed over $1 billion.

Once ideas about how to manage the economy become entrenched, it can take generations to dislodge them. Something big usually has to happen to jolt policy onto a different track. Something like Covid-19.

The International Energy Agency (IEA) was founded in 1974 in response to oil embargos the previous year that caused the global price of oil to surge 300% from $3 per barrel to $12 per barrel. From the start, the IEA’s mission has been to help member nations deal with major oil supply disruptions.

Insurance is one of the areas I spend time working with clients to save them money and add value to the financial planning process. Here’s how I frame things to clients to give actionable advice.

The pandemic forced us all to communicate via Zoom.

Do you understand the depth of information in your client roster and the hidden intelligence, even treasures, that live there?

We have had multiple conversations with our advisors about asking for more referrals. But our clients are older – in their 70s.

A year ago, as the pandemic ravaged country after country and economies shuddered, consumers were the ones panic-buying. Today, on the rebound, it’s companies furiously trying to stock up.

Last week I teased you about the China panel, so that seems like a good place to start. We’ll review that conversation and then bring in some China comments from later sessions.

Inheritance tax could make a return to the political agenda after decades of declining use as governments try to repair public finances and address widening inequality after the pandemic.

One of my all-time favorite quotes comes from Winston Churchill, who was just as witty as he was a great leader: “We contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.”

Climate research informs us that in 2017 anthropogenic global warming reached1.0° C above pre-industrial levels (IPCC, 2018).

How to structure your portfolio when interest rates are rising.

"Buy American:" easier said than done. Sports leagues are still struggling, and tax evasion is costly.

One of the most common reasons new clients seek me out is the loss of their long-standing financial advisor. As an advisor, the best way to protect against losing those clients is to create a team or “ensemble” approach to providing financial advice.

In December of 2018, I was invited to dinner with some of the world’s largest Bitcoin holders at the Guggenheim museum in New York.

This article demonstrates why the conventional wisdom of “stocks in taxable, bonds in tax advantaged” is not reliable.

More than 60 central banks right now are believed to be exploring the idea of digital currencies, including retail tokens that would be used by citizens as well as wholesale applications for financial institutions.

How do we preserve and grow our client's wealth at inflation-adjusted rates, consistent with long-term returns of the requisite asset class, and to do so without taking undue risk of a permanent loss of capital?

Imagine never having to do your least favorite chore!

The Northern Trust Economics team shares its outlook for global growth in this year of reopening.

The 2015 Paris Agreement introduced the legally binding goal of maintaining the average global temperature below the pre-industrial revolution average plus 2o Celsius in order to avoid severe stress on natural and socioeconomic systems.

I will share with you some principles that guided Emery’s management of our businesses. You may find them applicable to yours.

We’re more than ready to put the pandemic in the rearview mirror. For the first time since this all started a year ago, more than one million people per day have been flying commercial in the U.S. for 30 straight days.

Well, let’s just say things are different in 2021.

Within the growth-vs.-value context, we’d like to discuss three Covid-related scenarios for companies.

Today’s market environment taps into bond investors’ primal fears.

Traditional Easter and Passover lamb-centered meals mark peak season for the often overlooked protein. But one year ago, the arrival of the pandemic sent the U.S. lamb industry into a tailspin.

Today, it seems to be an article of faith among US policymakers and many economists that the world’s appetite for dollar debt is virtually insatiable.

Might the federal government launch a digital or cryptocurrency? Early forecasts say the “fedcoin” has bipartisan support.

Make Money with Auto Makers, like Tesla, Ford, Stellantis, Honda, General Motors, Nissan, Volkswagen, etc. have a legacy of finding it difficult to grow profits consistently.

The Federal Reserve on 19 March announced that the temporary changes to its supplemental leverage ratio, or SLR, will expire as scheduled on 31 March.

Knowing why you’re investing matters to how things turn out.

We’re going to have to do something about climate change. I will review the science and the possible solutions, and ask what role investors – including your clients – can and should have to foster a solution.

Helping people see the need of risk hedging throughout their life is an important responsibility and requires the insight of a knowledgeable professional, such as a trusted financial advisor who understands their situation.

Senate Democrats launched their effort to pass sweeping voting rights legislation Wednesday, which could become the centerpiece of an attempt to weaken the chamber’s filibuster rule.

A little over a hundred years ago, the United States emerged from the double whammy of a world war and deadly pandemic. Eager to get back to “normal” life, Americans went on a decade-long spending splurge, buying cars and radios and stocks.

With the new SEC ad rule at the Federal Register, the 60-day waiting period is in effect. Advisory firms who take the time to plan will successfully leverage reviews to grow their firm.

There may be some incredible opportunities for investors in companies that produce the metals, minerals and other raw materials that will be needed with an increase in spending.

One of President Biden’s early executive orders extended the temporary national moratorium on evictions for nonpayment of rent that begin on September 4, 2020. The moratorium is intended to help renters struggling to make rent payments because of the economic impact of the pandemic.

With very low inflation expectations for this year, Rich analyzes the shifts in the global and US economies that could impact inflation and explains how to position your portfolio for this change.

I was recently introduced to an impressive tool that organizes and simplifies the planning process, and shows clients how to meet their financial goals.

As more plan participants worry about retirement income security, demand for guaranteed income solutions is growing—and plan sponsors are pondering the options.

Yields have jumped so much, in fact, that they’re giving stocks a serious run for their money. The 10-year yield is now higher than the S&P 500 dividend yield, which may have added to the selling pressure that cost stocks close to 2.5% yesterday.

What normalcy will it be? I don’t expect to simply go back to the way things were. The economy as it was structured in December 2019 is gone forever. The world is different now. The economy will be different, too.