Investors have faced several market concerns early in the year around tech stocks, interest rates, and government policy. Among these factors, it’s no surprise that trade policy has emerged as particularly significant for markets. President Trump has launched various trade measures, including tariffs on Canada, Mexico, China, and the European Union. Given these announcements, what […]
The majority of working people earn a regular paycheck with equal portions of their annual after-tax salary deposited into their bank account. Taxes are automatically deducted and sent to the IRS, the appropriate state tax authority, and other entities with claims on that income. This is not just convenient. It is also predictable, and predictability […]
The global economy is undergoing a monumental shift that is reshaping wealth distribution in ways we haven’t seen in decades. Dubbed “The Great Wealth Transfer,” this phenomenon represents a profound redistribution of assets and liabilities between governments, businesses, and households. While this transfer has helped stabilize economies during times of crisis, it has also set […]
Are you a small business owner feeling overwhelmed by the complexities of tax season? You’re not alone. Many entrepreneurs find themselves scrambling to gather receipts, calculate deductions, and meet filing deadlines at the last minute. However, there’s a better way to approach your business taxes that can save you time, money, and stress: proactive tax […]
[Our guest article explores the perennial challenge of active managers in capturing alpha and beating their benchmarks and passive performance. Rocco Pellegrinelli, Founder & CEO of Trendrating – a Swiss-based company providing advanced alpha discovery and price trend analytic research solutions – has been dedicated in his capacity as a performance management partner for investment managers by building his […]
The loss of a spouse is one of life’s most challenging experiences, bringing with it a whirlwind of emotions and practical concerns. While it’s impossible to fully prepare for such a profound loss, taking steps to secure your financial future before it happens can provide a measure of comfort and stability during an otherwise turbulent […]
[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business. That is also where the hesitancy and fear of implementing new technology can also be practically addressed […]
Although defined benefit plans (pensions) are less common today, many people will still rely on them for retirement. There are some very specific rules governing how these plans are calculated for payout either over the course of retirement or in a lump sum. If you have a pension or are expecting to receive one, then […]
[In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily puts a drain on business productivity in today’s world of fast-moving markets and modern technology. Unfortunately, legacy systems and operational processes have been so relied on, maintained, and ingrained into […]