Financial Planning Under a New Administration: Three Things to Do Now
History tells us that anytime a presidential administration changes, there will inevitably be changes from an economic outlook. When thinking about financial planning under a new administration, here are three things to do now.
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Should I Make Changes to My Portfolio Based on Tariffs?
A unique item that is happening in our macro economy, in terms of its impact and the headlines it has been generating, are tariffs. We receive a lot of questions about tariffs, especially those between the U.S. and China, and how they affect our economy and individual portfolios. Well, the not so popular answer is…it depends.