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What Is The Value of a CEO Pledge?

By Ashley.wright@advisorsexcel.com | March 4, 2021 | Comments Off on What Is The Value of a CEO Pledge?

As it turns out, the value of the 2019 pledge signed by 181 U.S. corporate CEOs was a fairly good deal for themselves and their shareholders … although less so for the other stakeholders it was designed to represent. In the past, private companies thought little of the injustice of layoffs and reducing compensation packages…

Pandemic Highlights the Difference Between Economics and Finance

By Ashley.wright@advisorsexcel.com | February 23, 2021 | Comments Off on Pandemic Highlights the Difference Between Economics and Finance

One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep. They are measurements of two different things, often indicating how the other will react. However, as we saw last year, the economy is a greater…

Vaccines and the Stock Market

By Ashley.wright@advisorsexcel.com | February 16, 2021 | Comments Off on Vaccines and the Stock Market

If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and Wall Street analysts have long proclaimed that comprehensive economic recovery is not possible until we have contained the virus. The prospect of wide distribution of…

When To “Buy Low”

By Ashley.wright@advisorsexcel.com | February 9, 2021 | Comments Off on When To “Buy Low”

The beginning of the year is typically full of hope. We make New Year’s resolutions, and it may take a few months for our enthusiasm (and vigilance) to wane. There’s also the “January Effect,” when the stock market generally gets a performance boost thanks to tax harvesting in December and subsequent reinvestments. But even that…

The Pros and Cons of Corporate America’s Remote Work Trend

By Ashley.wright@advisorsexcel.com | February 2, 2021 | Comments Off on The Pros and Cons of Corporate America’s Remote Work Trend

Post-pandemic, will everyone go back to the office like nothing ever happened? Will lost jobs be recovered? Or is remote work and skeleton staffing a trend here to stay? A recent survey of company leaders revealed that eight in 10 plan to allow employees to work outside the office at least part time going forward.…

How To Help Maximize Social Security Benefits

By Ashley.wright@advisorsexcel.com | January 26, 2021 | Comments Off on How To Help Maximize Social Security Benefits

There are good reasons to delay starting Social Security benefits, but there are also good reasons to begin them early. It really does depend on your circumstances. If you claim earlier than your full retirement age (FRA), your benefit will be permanently reduced. The age to qualify for the full Social Security benefit varies by…

Global Recovery in a Post-Pandemic World

By Ashley.wright@advisorsexcel.com | January 19, 2021 | Comments Off on Global Recovery in a Post-Pandemic World

In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of the global pandemic, it put its long-standing Global Competitiveness Index rankings on hold. Instead, the report focused on priorities for recovery and revival instead of competition.1 Indeed, economic globalization over the past two decades, in many ways,…

2021 Outlook: Wealth Managers Weigh In

By Ashley.wright@advisorsexcel.com | January 12, 2021 | Comments Off on 2021 Outlook: Wealth Managers Weigh In

While challenges likely still lie ahead, there’s no denying we all weathered our fair share of storms in 2020. Now that the calendar has turned to a new year, we looked to wealth managers across the nation to find out what they’re expecting for 2021. As you’ll see, the answer often changes depending on where…

What Is “Stakeholder Capitalism”?

By Ashley.wright@advisorsexcel.com | January 5, 2021 | Comments Off on What Is “Stakeholder Capitalism”?

In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in the prior 30 years did much to reduce poverty worldwide. As trade agreements shifted many U.S. jobs and operations overseas, the average income of the lower 50% of global earners nearly…

What’s Ahead for the Stock Market?

By Ashley.wright@advisorsexcel.com | December 29, 2020 | Comments Off on What’s Ahead for the Stock Market?

In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of this year.1 With the election behind us and a vaccine on the horizon, the stock market has plenty to celebrate. Many consumers used the pandemic period to shore up their savings,…

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