One component of a wealth protection plan that is often overlooked or underused—even by the affluent—is the umbrella policy. If you don’t have an umbrella policy, run—don’t walk—and get one. If you do have an umbrella policy, make sure you’re sufficiently covered—and boost that coverage amount if you’re not.
What is the importance of stress testing your wealth strategies? Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood that they’ll deliver the results you expect them to in various environments and situations.
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive Market Strategy complements and enhances our investment and planning solutions for you.
There are many things that don’t mix well – orange juice and toothpaste, water and a keyboard, flies and Chardonnay. But there’s one thing that never, ever mixes well – investing and elections. This is because politics matter far less to reaching our goals than the investing, saving and planning decisions we make when crafting a long-term financial strategy.
Between stock market upheaval, campus closings and major regulatory and tax changes, the COVID-19 pandemic has inserted a great deal of complexity into education planning. If you’re currently paying for college or repaying a student loan, the following Q&A addresses three education financing changes you should be aware of.
As I look back on the past two months of insane markets, I feel both shock and relief at what we’ve been going through. March 2020 was the most volatile month in stock markets history.
