Rachel Wakefield
- 04/21: Retiring LIBOR and the Quest for a Replacement Rate
- 01/21: Leadership Change: Is it Time for a Value Comeback?
- 10/20: Casualties of the Pandemic: Employment and Job Market Trends
- 07/20: Market Disruptions: The Supply/Demand Disequilibrium
- 04/20: Doing What You’d Rather Not: The Deleterious Effects of Social Distancing
- 01/20: Keeping Big-Picture Focus in 2020
- 10/19: The Race to Zero: The Advent of Commission-free Trades for Investors
- 07/19: Fear Sells
- 04/19: Avenues of Growth: Global Trade
- 01/19: Sears, Roebuck & Company: The Rise and Fall of an American Icon
- 10/18: Will This Bull Ever Tire? Part 4 – Mean Reversion and the Case for Diversification
- 07/18: Will This Bull Ever Tire? Part 3 – Tough Trade Talk
- 04/18: Will This Bull Ever Tire? Part 2 – The Threat of Rising Inflation
- 01/18: Will This Bull Ever Tire? Part 1 – The Effect of Rising Yields on Asset Allocation
- 10/17: The Tale of Retail: Taking the Pulse
- 07/17: The Federal Reserve’s Next Move
- 04/17: Strategic Debt Planning: It’s Time to Get FIXED
- 01/17: What’s the Bottom Line? Keeping an Eye Out for Wage Inflation
- 10/16: Real Estate Gets Its Own Place
- 07/16: Follow the Money: Corporations Place Their Bets
- 04/16: Voting on the Brexit
- 01/16: Do Not Fear the Bear! Managing Emotions During Volatility
- 10/15: Zero Peer Pressure: Global Rate Compression Continues
- 07/15: What’s Trending Now? Smart Beta: The Intersection of Active and Passive Investing
- 04/15: What’s Trending Now? Hedge Funds: BIG Promises, Little Return
- 01/15: Navigating the Slippery Slope of Volatile Oil Prices
- 10/14: Combating Fear of Loss
- 07/14: Stop Being Your Own Worst Enemy – Forecasting and Confirmation Bias
- 04/14: The Newest Whipping Boy – High-Frequency Trading Tracking a Changing Marketplace
- 01/14: No Longer a Teenager – NAFTA Turns 20
- 10/13: In Search of Income: Emerging Market Bonds
- 07/13: How the BRICs Stack Up Part 4: China – How to Keep the Mojo Alive
- 04/13: How the BRICs Stack Up Part 3: Russia – One Step Forward, Two Steps Back
- 01/13: How the BRICs Stack Up Part 2: India – Size Isn’t Everything
- 10/12: How the BRICs Stack Up Part 1: Brazil – Country of the Future?
- 07/12: The Elusive Income Stream
- 04/12: Much Ado About Nothing?
- 01/12: It’s Greek to Me!
- 10/11: Where is the Inflation? The Deflationary Dilemma
- 07/11: Exploring the Final Frontier
- 04/11: US Jobs: Lost and (not yet) Found
- 01/11: The Face of the Changing Consumer
- 10/10: Making Great Investment Decisions
- 07/10: Real Estate – Time to Jump In?
- 04/10: Roots of the Financial Crisis
- 01/10: Review 2009
Henry Yu
- 04/21: The Dynamic Financial Landscape
- 01/21: Post-COVID Planning: Three Trends That Will Likely Stay
- 10/20: The Biden Tax Proposal: Three Trillion, Two Magic Numbers, and One Seismic Wave
- 07/20: IRA Planning in the New Era
- 04/20: The Piggy Bank Series: Education Trusts
- 01/20: The Piggy Bank Series: 529 College Savings Plans
- 10/19: The Piggy Bank Series: Custodial Accounts
- 07/19: Digital Asset Planning 101
- 04/19: Taking Care of Mom: How We Can Be Your Trusted Partner
- 01/19: How to Survive Volatile Markets
- 10/18: Six Smart Things to Do Right Now to Prepare for the Next Downturn
- 07/18: This Useful Feature Could Simplify Your Charitable Donations
- 04/18: Charitable Planning in the New Tax Reform Era
- 01/18: A 3-Minute Introduction to the Blockchain Technology
- 10/17: Estate Planning Primer: The Six Building Blocks
- 07/17: How The Golden State Warriors Can Make You a Better Investor
- 04/17: How To Boost Your Retirement Security
- 01/17: 2 Superpowers Clients Believe We Possess (And 2 We Actually Do)
- 10/16: 3 Ways to Improve Your Financial Literacy (and Security)
- 07/16: A Journey That Began a Dozen Years Ago
- 04/16: Mind Mapping Your Financial Life
- 01/16: The Summa Global Mind Map
- 10/15: What are You Afraid Of? Aging and Diminished Capacity
- 07/15: The Ultimate Guide to Donor Advised Funds
- 04/15: Seven Sound Financial Tips for Young Families
- 01/15: Social Security Benefits: How to Maximize Them and How to Plan with Them
- 10/14: The Umbrella Revolution
- 07/14: Estate Planning 311: Using Roth IRA With Life Insurance
- 04/14: Estate Planning 301: Use of Life Insurance
- 01/14: Breaking Bad
- 10/13: ObamaCare is Coming: Are You Ready?
- 07/13: Retirement Series: The Million Dollar Question
- 04/13: Did You Leave Something Behind?
- 01/13: Building Personal Financial Guardrails
- 10/12: Five Reasons to Go Roth
- 07/12: It’s Time to Start Fresh!
- 04/12: What is Best for You?
- 01/12: Treading the Tax Landscape of 2012 and Beyond
- 10/11: Fetching the Retirement Dream
- 07/11: Baby Boomers and the Need for a Trusted Advisor
- 04/11: Estate Planning Part II
- 01/11: Review Estate Planning
- 10/10: Taking Advantage of Favorable Tax Rates
- 07/10: The Wall Street Roller Coaster
- 04/10: The Sleeping Tiger is Worth Keeping an Eye On
- 01/10: Think Outside the US
