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/UfFjtbw74E
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/734lPuaY4B
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/BaDsdOBVMs
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/KdP5pwRg1E
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/mHcA0Qi0VW
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/pKIBDO4aQ9
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/sNfqH9UA3O
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/ASwK7BzpPo
#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/kLlKYVy4NB
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/tQsJxbTjeg
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/QqUkFhflrJ
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/7aVQuJl8CR
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/YSYASZfYGK
#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/wXav13Y8pp
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/n95JNIRkQk
Many parents avoid talking about inheritance with their kids. But if you want to prepare them to carry on your legacy properly, they need education and training. Family meetings can help. https://t.co/mEUQrLVHhG