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Investing in a Presidential Election Year – Clients and Prospects

Investing in a Presidential Election Year – Clients and Prospects

As the presidential race heats up, there is a common question on investors’ minds: “How might the looming White House vote impact the markets?”
SECURE ACT 2.0 | Special Needs Trust

Secure Act 2.0 | Special Needs Trusts

The SECURE Act was hailed as the most substantial retirement legislation passed in over a decade. It contained important changes to Individual Retirement Accounts (IRAs) and other qualified accounts intended to help investors save more and be better prepared for the future.1 The passage of the SECURE Act in 2019
Colourful overlapping silhouettes of people voting in USA elections

Markets In A Minute | History Lessons: Market Performance in Presidential Election Years

One month into the new year, and one thing’s for certain: The presidential election will continue to grab headlines and grip the nation’s attention for the better part of 2024. How might this impact investors in terms of perceptions and actual market performance? We explore these questions, in the context
2024, Stock Market and Exchange, Forecasting, Economy, Graph

Markets In A Minute | A Better Balance: Market Review and Outlook

As we look down the open road of a new year, the question is whether the rally that began in 2023 will continue into this year. While there are still plenty of risks (more on this below), there are good reasons to believe the rally has staying power. Still, investment
Kara Murphy | Screenshot of Kara Murphy from Money with Murphy program discussing the topic of China and Its Struggle to Reignite

Money with Murphy – China: Struggle to Reignite

Money with Murphy | China: Struggle to Reignite, with Kara Murphy, Chief Investment Officer of Kestra Financial
A closeup of a US hundred dollar bill (Benjamin Franklin side)

Markets In A Minute | The Impact of Interest Rates on the Economy: How Long and How Variable?

Today we so often hear central bankers discuss “long and variable lags” in monetary policy that it almost appears cliché. But it wasn’t always understood that way.
The San Diego Conversation on Board Diversity IN-PERSON STRATEGIC NETWORKING EVENT

Proud Sponsor of

In-Person Strategic Networking Event October 26, 2023 | 5:30 pm to 8:00 pm PT | Venue: Mintz office
Roll of I Voted Stickers on a white background as a general subject for the blog on Presidential Elections and the Stock Market

Markets In A Minute | Presidential Elections and the Stock Market

Like every previous election, the state of the economy and financial markets will be a hot topic of debate among voters and candidates alike.
Scans of old newspaper articles about AI, sourced from the Pessimists Archive Newsletter

Markets In A Minute | How Can Investors Benefit from AI?

With the introduction of ChatGPT and other tools that harness artificial intelligence, a new technological revolution has begun, like it or not.
Market Outlook Webinar

Market Outlook Webinar | CWT & BlackRock

This year has presented us with a number of challenges that continue to have a meaningful impact on our investments. As 2022 comes to a close, what might be in store for financial markets?