playbook

Let the good times roll: the beginning of the end?

Stock market prices continued to grind higher as economic data releases surprised to the upside this week.  Indeed, a host of indicators suggest to some that growth in the U.S. may in fact be improving after a softer showing in 2019 which has supported a rally in risk assets not just in the U.S. but globally this year.  A key question for investors and savers now, however, is whether the good times are just getting started or the data mark…


Personal financial playbook: your path to getting ahead

Households will face many near- and long-term financial market complexities and economic uncertainties in the years to come. A personal financial playbook can help people get ahead despite these challenges.   We believe that a flexible and adaptable personal financial playbook should include three important elements: 1) a well-defined statement of financial purpose, 2) prioritization of financial outcomes and 3) a financial operating plan. Partnering with a trusted advisor can also potentially multiply your chances of achieving your financial goals…


Getting ahead isn’t what it used to be

Various economic and market indicators suggest the U.S. economy is in a better spot today than a decade ago. While some are more well off today, the traditional life playbook for getting ahead has seemingly failed many households. Looking ahead, we believe that the key to households getting ahead financially will be for households to customize their own personal financial playbooks. By many measures the U.S. economy is in a better spot today than it was a decade ago.  In…


The rise in wealth and a decline in financial security

Financial conditions have become increasingly complex and uncertain even as the economy and financial markets have gained in recent years. A lack of financial preparedness, fewer savings opportunities for a younger generation and retirement insecurity are just a few reasons why a growing number of people find it harder to get ahead in life financially. Nevertheless, we believe that the development of a customized personal financial playbook can help households navigate coming complexities and uncertainties and ultimately get ahead in…