WHAT’S PRICED IN? Investing is a complicated endeavor. Predicting the future is hard enough; understanding what markets have priced in is just as hard – and just as important. Nobel Laureate –and University of Chicago behavioral economics professor – Richard Thaler conducted an interesting study providing some insights on the matter. The Financial Times allowed...

STIMULATING The big U.S. fiscal stimulus package, along with further easing action by the European Central Bank (ECB), have combined to bolster the growth outlook while also increasing the focus on inflationary pressures. This past week, U.S. President Joe Biden signed the $1.9 trillion American Rescue Plan Act of 2021, providing stimulus checks, extended unemployment...

They say hindsight is 20/20.  Not sure how to describe 2020, but with hindsight I think most of us would rather leave it in the rearview mirror. Time to forge a new path into 2021! The start of the year is a perfect time to take inventory of where you are and where you want...

Great read from our partners at Northern Trust on #legacyplanning > Supporting family and causes you care about. Ensuring the well-being of family and supporting causes you care about requires careful planning. Leading a company is the apex of professional achievement. But for many executives, the primary motivation for decades of toil is rooted in...

Highlights on the 2021 market outlook and why stay invested. Watch this short video from Goldman Sachs Personal Financial Management.