VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; This financial market reminds me of when we were kids sitting at the dinner table and the one thing almost all of us heard back in the 1970s was “that plate better be clean by the time I get back or else.”
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; I do think the ghosts of stock market corrections past are haunting us. Those who forget the lessons that history teaches us are predestined to repeat them.
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; I’ve been managing money for over 25 years and rarely have I seen the level of craziness and insanity in both our politics and financial markets in the U.S.
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; I think U.S. investors believe whatever happens in Congress, there will always be a last minute deal, which is the main reason for the recent major stock market surge on nothing more than hope.
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; “Party over, oops out of time?” I wasn’t dreamin’ when I wrote this, but these financial markets in the U.S. are beginning to feel like 1999.
VIEWPOINTS: Dawn Bennett, CEO and Founder, Bennett Group Financial Services; What does the Syria situation mean to the financial markets and client portfolios? Will actions (or inactions) by the U.S. be a catalyst to send the stock market plummeting?
Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More