C Is For A Customized Client Experience: Looking At The Holistic Planning Services Advisors Now Provide
If there is one experience common to us all during the global pandemic, it is that the spread of COVID-19 around the world caused everyone—young or old, rich or poor, male or female—to reassess our priorities.
The Q Ratio and Market Valuation: July Update, Notes About Revisions
Note: This update includes July close data.
Income Strategy Update: Investing Amid Inflation Concerns and Lower Yields
With global growth rebounding amid uncertainties over inflation and COVID-19 variants, investors may want to consider a somewhat more cautious and flexible approach when seeking a consistent yield.
World Markets Update: August 2, 2021
Six out of eight indexes on our world watch list posted gains through August 2, 2021. The top performer is France's CAC 40 with a gain of 20.26%, our own S&P 500 is in second is with a gain of 16.80%, and India's BSE SENSEX is in third with a gain of 10.89%. Coming in last is Hong Kong's Hang Seng with a loss of 3.66%.