Thursday, 23 September 2021
presented by Doble LeBranti Financial Group
With remarkable speed, the COVID-19 pandemic has accelerated select investment themes across a number of industries. Nowhere is that truer than the media and entertainment sectors where technological advances and work-from-home trends are rapidly changing the landscape.
Tuesday, 21 September 2021
presented by Rich LeBranti
If you claim your social security benefits and then realize doing so might not have been in your best interest, you may have an opportunity for a do-over. There are three strategies that may apply, depending on your individual circumstances. Let’s take a look at each one.
Thursday, 02 September 2021
by Jack Whitley with contributions from Dennis Doble and Alison Wilcox
When it comes to building good money habits in children, experience is the best teacher. Here are a few ways you can help ensure that your children will be financially responsible for years to come.
Thursday, 29 July 2021
presented by Dennis Doble
Markets have been climbing a wall of worry in 2021, reaching record highs even as investors brace for the possibility of elevated inflation, rising interest rates, runaway debt and a bitcoin bubble. With so much to trouble investors, many are wondering how these uncertain times will affect their portfolios.
Friday, 23 July 2021
presented by Rich LeBranti
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a relatively straightforward task. However, there are several situations that can easily lead to unintended and adverse consequences which you will want to avoid.
Thursday, 08 July 2021
presented by Alison Wilcox
It is sometimes said that an inheritance is both a blessing and a curse—a blessing because it may provide you with financial resources that can help you to achieve goals that you were previously unable to achieve, and a curse because it usually means that a loved one has died.
Whatever your circumstances are, it is important to manage your inheritance well. We have compiled a list of some important considerations as you begin to plan your next steps.
Tuesday, 25 May 2021
presented by Doble LeBranti Financial Group
The world in 2030 may seem a long way off, but at Capital Group we spend a lot of time thinking about the distant future.
We asked our investment team to look in their crystal balls to envision how life may change by the end of the decade. Here are seven portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.
1. COVID could be this generation's Pearl Harbor
2. Cash is an endangered species
3. A cure for cancer may be around the corner
4. Health care innovation reaches warp speed
5. Renewable energy powers the world
6. Electric and autonomous vehicles hit the fast lane
7. What's not changing? Successful investing
Friday, 21 May 2021
presented by Doble LeBranti Financial Group
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal time to do so, because the planning opportunities are potentially greater than if you waited until the end of the year. Here are some recommendations about what to review at this time.