May 13, 2021
On April 28, the White House released the “American Families Plan” which outlines the administration’s goals for investing in children, families and U.S. workers. The proposal would include $1 trillion of spending and $800 billion of tax cuts over a 10-year period. The plan would largely be funded by tax increases targeted for high income taxpayers, raising $1.5 trillion over a decade.
April 16, 2021
Debates continue about the best way to manage an investment portfolio. Regardless of one’s investment preference, there are convincing arguments for both diversified as well as concentrated strategies.
July 31, 2020
Family vacation homes present unique challenges for families deciding what happens with those homes in the future. If the home has been a long-standing gathering place for relaxation and enjoyment, with the cultivation of memories at that site becoming a true family tradition, it might grip some family members with strong emotional attachments.
June 26, 2020
While the bear market earlier this year may have had little historical precedent given the nature of the COVID-19 pandemic, investors may find it helpful to review recent market developments against past bear markets and subsequent recoveries to gain insights and longer-term perspective.
May 8, 2020
Of the many challenges facing retirees, establishing an investment portfolio that yields enough income you won’t outlive is paramount.
May 8, 2020
As the old adage goes for real estate, “location, location, location”. The same can be said for the importance of where certain asset classes are held in an investment portfolio.
May 8, 2020
After an incredibly volatile and severe drawdown in March, most markets rebounded in April and recovered some first quarter losses.
May 8, 2020
Uncertainty surrounding the magnitude of the COVID-19 outbreak coupled with a strong selloff in crude oil prices and energy-related companies have pushed global stocks into bear market territory. It, followed by a historic spike in the unemployment rate, raises the likelihood of a global recession.
March 25, 2019
Families usually want to preserve the wealth that they have accumulated and do what they can to ensure it will be used wisely. Sometimes that focus can overwhelm efforts to achieve another important goal: preserving family relationships. We rarely hear about successful family estate and wealth planning; the horror stories of famous, fabulously wealthy families, though, are told, retold, dissected, and held up as cautionary tales. Here are a few ideas families can consider to help keep the peace.
August 7, 2018
Many companies offer 401(k) retirement plans as a valuable incentive to recruit and retain the best talent. Other companies offer 401(k) plans from a place of parental responsibility to encourage their employees to save for their own retirement. Since 401(k) plans vary greatly, you might wonder whether your company plan is competitive and doing what it should to encourage retirement savings. The following five discussion points will help you understand if your 401(k) is holding up well against other plans.
Securities and investment products offered through Salisbury Trust Wealth Advisory Services, a division of Salisbury Bank and Trust Company, are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by the bank or any bank affiliate. These products are subject to investment risk, including the possible loss of the principal invested.