Wealth Reports

The Wealth Report: Women and Work: The Path Forward

By webteam | October 20, 2021

WOMEN AND WORK: THE PATH FORWARD Good, stable, affordable child care is hard to find. The same holds true for elder care. Until these issues are addressed, millions of women will remain out of the workforce. Overview As U.S. employers desperately seek workers, millions of mothers remain on the sidelines due to health safety concerns,…

The Wealth Report: Age-Induced Disability

By advisorsexcel | September 30, 2021

AGE-INDUCED DISABILITY: FINANCIAL, RETIREMENT & ESTATE PLANNING We’re living longer these days, and with a longer life, many of us will need some type of caregiving assistance, whether it’s from a home health aide or a family member, or in a nursing home. The challenge retirees face is how to pay for that care, no…

The Wealth Report: Working Toward The Net-Zero Economy

By advisorsexcel | September 16, 2021

WORKING TOWARD THE NET-ZERO ECONOMY The future net-zero emissions economy is one many businesses and industries are looking toward, and this shift may have implications for portfolios. Overview Scientists attribute extreme weather events all over the world to a global warming trend. Since the late 19th century, the average global temperature has increased by 2…

CRYPTOCURRENCIES: A PRIMER

By advisorsexcel | September 2, 2021

CRYPTOCURRENCIES: A PRIMER For now, the cryptocurrency market is testing the limits of our existing financial laws and regulations — which do not directly address this unique industry and its ecosystem. Overview On March 12, the price of Bitcoin cryptocurrency reached over $61,000, posting what amounts to a 300% annualized return over the past 10…

The Wealth Report: Are You Sure Your Assets Are Diversified

By advisorsexcel | August 19, 2021

ARE YOU SURE YOUR ASSETS ARE DIVERSIFIED? Evaluate your diversification strategy across all of your investment accounts to ensure that many of your holdings do not overlap — which may negate the benefits of diversifying. Overview The theory of diversification is that by spreading out invested assets among a wide variety of holdings, an investor…