Insights
As you finalise estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of communication with presumed heirs. You’ve achieved a level of financial success that allows you to share your wealth with...
Key Takeaways A diplomatic resolution remains our base case Higher oil prices would impact the global economy Energy prices could force the Fed to be more aggressive A picture is worth a thousand words. And the satellite images and social media posts...
Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no...
Key Takeaways Easing supply chains could allow for a more patient Fed Omicron doesn’t stop economy from adding jobs Higher gas prices a downside risk to our economic outlook Punxsutawney Phil—the most famous groundhog—saw his shadow! So for those of...
As our lives become more digitally integrated, our data becomes more valuable. Often, data collectors say that the vast amount of information they take in is tightly secured or anonymised before it is packaged and resold. However, researchers...
By Chris Bailey, European Strategist, Raymond James UK “Uncertainty of any sort results in volatility” — Raghuram Rajan There is a famous quote by the legendary Belgian professional cyclist Eddy Merckx that he “raced from 1 February to 31...
Key Takeaways Expecting fourth quarter of +20% earnings growth Investors will take note of companies that miss estimates CEO commentary will provide critical insights for 2022 This Monday would’ve been Muhammed Ali’s 80th birthday! The Champ is...
By Chris Bailey European Strategist, Raymond James Investment Services Ltd “If I had my way, I’d remove January from the calendar altogether and have an extra July instead.” Roald Dahl Whilst the application of many millions of booster jabs have...
Five ways to refine your plan for the future. A new year brings fresh opportunities to protect your legacy through estate planning. Consider these ideas for refining your estate plan in the short term – to better support your goals and intentions for...
Key Takeaways Consumer fundamentals near or at pre-COVID peaks Macroeconomic backdrop should bolster earnings growth Historically low volatility unlikely to continue in 2022 The opening ceremony for the Winter Olympics is just four weeks away, but...
Our first Investment Strategy Quarterly of the year provides a holistic overview for 2022 raising 10 key themes that investors should consider throughout the year, offers analysis of the forthcoming Basel 4 framework while highlighting likely...
The new year is fast approaching and with it comes the chance to ensure your finances are in order heading into 2022. Get ahead of everything from your retirement planning to your record keeping using our helpful infographic. Download full...
Key Takeaways Must differentiate between new case count & severity Hawkish surprises with the dot plot could unsettle the markets Inflation has resulted in a few market positives Have the tables turned? The S&P 500 is just shy of its level...
Key Takeaways U.S. has already taken steps to combat omicron The Fed’s quantitative easing goals have been met Inflationary pressures are starting to peak Will we have a ‘December to Remember?’ Or one we want to forget? The S&P 500 is having a...
While extravagant holidays are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones. A slow winter morning. Making pancakes with the kids. A Sunday roast surrounded by close friends or family. The best...
Never one to shy away from a challenge, Renee Hof-Lacey’s quest for deep fulfilment has seen her cultivate a thriving career in finance and turn her son’s cancer battle into a catalyst for good. Financial advisor Renee Hof-Lacey, CRPC®, leads with...
