Bears, Bulls, Doves, Hawks, Donkeys and Elephants: Navigating Uncertainty Wondering how the mid-term elections will affect your portfolio and if you should make changes in light of this? Watch our replay to learn more about this as well as pending legislation that may impact your retirement planning. Click here to [...]
Politicians, economists and talking heads alike continue to debate whether we have entered a recession. Recessions have been officially declared by the National Bureau of Economic Research, a committee of economists who defines a recession as “a significant decline in economic activity that is spread across the economy and lasts [...]
Our experts at Visionary Horizons gather to discuss the major trends in the market, and they help sort through the noise and provide a visionary path through the volatility. Click here to watch now.
One of the biggest decisions you will make in your estate plan is determining whom is best to serve in important roles such as executor, trustee, etc. While it is often best to name a family member to serve, this may not always be possible or even optimal. We recently [...]