Global Perspective Blog

Posted: Mar 01, 2016
High income earners take notice: you might be missing out on a lucrative savings opportunity within your Traditional 401(k). Most savvy savers assume that once they reach the statutory maximums on tax deferred contributions they have contributed...
Posted: Feb 24, 2016
There are now 142 start-ups with private valuations of more than $1 billion according to CB Insights. Most of these, so called, “unicorns” achieved these valuations in 2014 and 2015 – with nearly half joining the herd in 2015....
Posted: Feb 17, 2016
Liquidity, or the lack of it, is what everyone seems to be talking about relative to the bond market these days. What does it mean and why should we care? Don’t we just buy and hold bonds until they mature? Not so much anymore.  ...
Posted: Feb 15, 2016
The markets are off to a rough start this year, culminating last week with a capitulation-like sell-off that left the S&P 500 Index down 10% since January 1st.  The pull-back was triggered by many of the same worries that we experienced...
Posted: Feb 03, 2016
While breaking every established financial record in the movie industry, the release of “Star Wars: The Force Awakens” also brought into clear focus the bifurcated state of the movie industry. Given changes in our collective...
Posted: Feb 01, 2016
There are many reasons why people accumulate personal debt, and home purchase and improvement decisions are usually at the top of the list. In addition, there are many unique advantages available to homeowners that generally make such debt...
Posted: Jan 31, 2016
It has been almost seven years since the world’s economy and markets reached their global financial crisis lows. Since then, domestic stock and bond markets have recovered strongly but the economic cycle has been slow to progress, and the...
Posted: Jan 27, 2016
Webster’s defines risk as “the possibility of loss or injury” and while this is true, risk — in the investment world at least — also means opportunity. In the simplest of terms, without risk, there is no reward....
Posted: Jan 25, 2016
Many families hold philanthropy as an important family value and strive to find ways to give efficiently, perhaps accomplishing additional objectives in the process.  Investors, having lived with low interest rates for many years, are...
Posted: Jan 21, 2016
Protecting Americans from Tax Hikes Act of 2015 Signed into Law   Very rarely big changes sweep the landscape of financial planning but when they do taxpayers are sometimes awarded significant benefit from the change. On December 18,...

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