Bull markets prevailed in most markets around the world in 2021, but there were notable exceptions. While U.S. real estate investment trusts (REITs) led the winners, U.S. bonds and stocks in emerging markets fell in the calendar year through December 31. There’s a tailwind blowing at the start of 2022, but headwinds may be brewing for later in the year.
Wealthy individuals don’t need life insurance, right? Think again: end-of-life events can sometimes create liquidity issues. Fortunately, those frictions can be smoothed over with a carefully designed estate plan that includes life policies.
A recap of what transpired in the economy and the stock and bond markets last month, both domestically and abroad, along with commentary from the Milwaukee Company’s president and CEO, Andrew J. Willms, CWM., JD., LLM.
I am fond of saying that Mr. Market (an allegory that refers to the total securities market) is a better investor than the vast majority of financial planners, portfolio managers, and institutional investors. But how do you deal with Mr. Market’s propensity to go on a bender now and then?
Taxes are always biting into investment profits, and the bite is expected to get bigger in the years ahead. As a result, there’s never been a better time to focus on tax-savvy investing strategies to raise your portfolio’s tax alpha – the value added by optimizing sound tax strategies in money management.
A recap of what transpired in the economy and the stock and bond markets last month, both domestically and abroad, along with commentary from the Milwaukee Company’s president and CEO, Andrew J. Willms, CWM., JD., LLM.