
CHINA’S GREAT PROPERTY BUST: GLOBAL ECONOMIC IMPLICATIONS
China has approximately 65 million empty homes—equal to about the number of households in France and the U.K., combined. As of the second...

BOND TAPERING: WHAT TO EXPECT WHEN THE FED TAPERS
There isn’t much historical experience with bond tapering. The first and last time it happened, it didn’t go so well, though it did give...

HOW WEALTH MANAGEMENT MAY LOOK 20 YEARS FROM TODAY
A Global Wealth survey by Boston Consulting Group that was conducted in 2020 suggests a very different wealth management landscape in the...

Third-Quarter 2021: Quarterly Market Commentary
AFTER SEVEN MONTHS of a seemingly relentless climb in prices, the equity markets slumped in September. The S&P 500 pulled back nearly 5%,...

YOUR OWN “BILLION $” BACKDOOR ROTH IRA STRATEGY
A news report that PayPal founder Peter Thiel had turned an ordinary Roth IRA into a $5 billion tax-free windfall was greeted first by...

THE SPAC PHENOMENON
SPACs (Special Purpose Acquisition Companies) have been the talk of Wall Street … and it’s little wonder why. SPAC offerings increased...

FINANCIAL ILLITERACY: WHEN WILL WE LEARN?
Financial literacy has a predictive power in determining how well an individual can meet an unexpected expense or how likely someone is...

Second-Quarter 2021 Quarterly Market Commentary
THE U.S. EQUITY markets had another strong showing in the second quarter of 2021 with the S&P 500 up 8.6%. Midcap returns were strong as...

PEP UP YOUR RETIREMENT BUSINESS
Financial advisors now have a new arrow in their quiver for their small employer retirement plan business—the pooled employer plan (PEP)....

ADAPTING – LEARNING FROM NATURE
All systems follow some common rules—they evolve toward complexity, they tend toward chaos, and they must accomplish some form of...