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Posts by Ashley.wright@advisorsexcel.com

The Future of Retirement Planning

By Ashley.wright@advisorsexcel.com | September 1, 2020

As of the end of July, the stock market was still performing relatively well and the Federal Reserve had announced no near-term changes to interest rates.1 However, other economic news…

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Is it Time to Go Global?

By Ashley.wright@advisorsexcel.com | August 25, 2020

Competitive edge is a real factor. Here in the U.S., we boast that capitalism is the key to our success. Unfortunately, that key has gotten a little rusty lately thanks…

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Midyear Market Outlook from Wealth Managers

By Ashley.wright@advisorsexcel.com | August 18, 2020

Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the…

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The Highs and Lows of Dollar-Cost Averaging

By Ashley.wright@advisorsexcel.com | August 11, 2020

Investors who defer the same amount of money from their paycheck into a 401(k) plan at regular intervals are practicing dollar-cost averaging. By investing the same fixed dollar amount each…

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Recovery: COVID-19 First, Then the Economy

By Ashley.wright@advisorsexcel.com | August 4, 2020

The World Health Organization recently reported that while some countries have made effective inroads to contain COVID-19 within their borders, the pandemic is still well on the rise throughout the…

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U.S. Virus Response Compared to the World

By Ashley.wright@advisorsexcel.com | July 28, 2020

The COVID-19 pandemic has been a struggle around the world, and the United States is no exception. It is worth looking at individual factors to gauge just where we stand…

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Prospects for the Automotive Sector

By Ashley.wright@advisorsexcel.com | July 21, 2020

We take a lot for granted, including the condition of the car that sits in our driveway. During the coronavirus pandemic, those cars have been sitting idle much more than…

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How Might the Economic Downturn Affect Dividends?

By Ashley.wright@advisorsexcel.com | July 14, 2020

If a large allocation of your retirement portfolio is invested in dividend-paying stocks, you might see your household income reduced this year. During the Great Recession, dividend payouts dropped by…

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Social Security Woes

By Ashley.wright@advisorsexcel.com | July 7, 2020

In 2000, actors Helen Hunt and Kevin Spacey starred in “Pay It Forward.” The premise of the film is that a person repays a favor by offering small acts of…

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How the Pandemic Is Affecting the Real Estate Market

By Ashley.wright@advisorsexcel.com | June 30, 2020

Research has found that over a 150-year period (1870 to 2015), owning a home has proved to be one of the most stable and secure holdings compared to other types…

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