Interest rates have risen sharply over the past few years, but long-term yields remain in a range that has historically supported higher #stockmarket P/E multiples. Read our full report. #economy https://t.co/U58i3CscAY
Fueled by strong profitability in the technology sector, the profit margin of the #S&P 500 recently reached an all-time high. Read our full report. https://t.co/5nTmlGndsl
Looking to gain clarity on the 2025 #investment landscape? Join our #InvestorInsights webinar on January 23 for a panel discussion on the top challenges and opportunities for #investors in the coming year and beyond. Register now. #marketoutlook https://t.co/vv6ZaZXQsi
Why wait for tomorrow when you can start improving your finances today? This article shares 9 actionable steps to help you get organized and succeed in 2025. #financialgoals#personalfinance#newyearresolutions https://t.co/7RJn90qQqx
Now that it’s a new year, it’s important to revisit your #financialstrategy. Our latest article offers a detailed checklist of 10 essential actions to help prepare you for the year ahead. #financialplanning#2025goals https://t.co/9XFpU4qy2n
What are some potential opportunities and challenges #investors might face in 2025? Join us January 23 for valuable insights from PMFA’s chief investment officer Jim Baird and our team of investment experts to start the year off with confidence. https://t.co/XbydiSwPpL
Investors: Start the year off with confidence. Join PMFA’s chief investment officer Jim Baird and senior members of our investment research team on January 23 for insights on navigating the year ahead with optimism. Register now. #InvestorInsights https://t.co/s81TVZwmdN
Before the #Fed’s recent rate hikes, some argued that a traditional 60/40 portfolio no longer delivered what it once did for #investors, but is the traditional balanced portfolio truly dead? Read here. #economy https://t.co/oXJrrjNhRH
#Investors have been rewarded again this year with equity returns well above the long-term average. But how does that stack up to history? Read here. #economy https://t.co/mwGzNi58dE
As 2024 wraps up, it’s the perfect time to review your #taxstrategies. Maximize your personal tax position with these 7 year-end #wealthmanagement strategies. #taxplanning https://t.co/jISqPIzsI8
This year, we have so much to be thankful for: our staff, our communities, and our 50,000+ clients who’ve helped us reach 100 years of service. Thank you for trusting us to be part of your story. Here’s to the next 100 years together! #Thanksgiving#thankful
With the Fed a few rate cuts into its easing cycle, questions remain about whether a soft landing can be achieved. Will the Fed be able to lower rates further without re-igniting inflation? Read here. https://t.co/i2OEe1zrAH
The US labor market has cooled significantly over the past year due to the Federal Reserve's rate hikes, but it remains relatively healthy. Read here. #economy#labormarket#Fed https://t.co/mYVZwy4UHa
The biggest transfer of wealth in American history has already started. If your family is expected to benefit, ensure your #estateplan is up to date. Get started with our checklist. #wealthmanagement https://t.co/z1Ycjm8qC6
#Wealthtransfer alert! As the 2025 sunset of current federal gift and estate tax exemptions approaches, a spousal lifetime access trust could be a game-changer for your #estateplanning. Here’s how. #wealthstrategy https://t.co/Lf3YVBVFbO
Did you miss Plante Moran Wealth Management’s “Election-year wealth strategies” webinar? You can now view the session on demand. Experts discussed insights regarding the future of tax policy, estate tax law, and financial planning. #webinar#election https://t.co/4am8b2RAdR
Many affluent families believe they’re stuck paying the full price of college. We offer 7 strategies that can help reduce the financial burden. #collegefunding#financialplanning https://t.co/zMtk0Hs1OG
Are you looking for the latest insights on the economic landscape during an election year? Watch “Investor Insights: The election, economy, & investor expectations” to learn how the upcoming election could impact your investment portfolio. View now. https://t.co/DPUPgT5BAk