Possibly the single largest wealth transfer in history is now under way. And as a result, so is one of the greatest shifts in wealth management. The Baby Boom Generation has started to pass along its accumulated assets to their children and grandchildren, a process that will continue for, at least, the next few decades. When done, an estimated $30 trillion in wealth will be
“You better watch out; you better not cry; you better not pout; I’m telling you why. Santa Claus is coming to town!” Many of the more bullish investment professionals may be singing that old favorite tune, believing Santa Claus will soon be visiting the markets to spread holiday joy. Heading into the holiday season, many in the industry start referring to an impending “Santa Claus Rally.”
Get to know the individuals who make up the Cavalier family. Scott Wetherington, Chief Investment Officer Q: How did you get started in the investment and wealth management industries? I began my investment career in 1990 with a fixed-income institutional money manager. We were a boutique quantitative asset manager with institutional clients. It was a great place to learn the investment industry, and I
Maybe you’ve heard this old retirement planning rule of thumb before? Take your age and subtract it from 100. The remaining number represents the percentage you should have invested in equities. Your age then is what you should have in bonds. So if you’re 45, your portfolio should be 65% equities and 45% in fixed income holdings. As rules of thumb go, it’s not
One might think a blaring headline delivering the news of thousands of new millionaires in the United States would be cause for great celebration. Well, maybe not. The devil is in the details, as they say. Investment News recently reported on the findings of the Boston Consulting Group (BCG), explaining where all this wealth is accumulating. In the first half of this decade, 2.4 million
As a nation, we’re at a moment of great change. With our tumultuous presidential election now decided, and with repercussions from it still to come, many of our neighbors, friends and clients may now feel the spark to make some long-simmering personal changes in their lives.
They may finally jump back into the job market. Or they might enroll
Get to know the firms and investment strategists we’ve teamed with for the Cavalier suite of mutual funds.
Louis Navellier, Chairman and Founder of Navellier & Associates
Sub-Advisor for the Cavalier Fundamental Growth Fund
Q: How did you got started in the investment industry?
I am from Berkeley, California and was trained
Regardless of how you cast your ballot this past Tuesday, it’s time to focus on an issue that has a profound impact on our economy: rising healthcare costs.
As a slice of household spending, few, if any, have grown as rapidly as healthcare. According to a recent AP story, health insurance premiums have jumped a staggering 213% since
In the next decade, investors may need to ready themselves for diminished returns, and the disappointment that can come with them. This difficult-pill-to-swallow comes courtesy of a new study done by investment advisory firm, Research Affiliates.
As reported by ThinkAdvisor, the study gathered expected average annual returns over the next 10 years set by widely-used retirement calculators, robo-advisors
It’s understandable if investors today are feeling weighed down by forces beyond their control. They’re faced with a divisive U.S. Presidential election, a looming interest-rate hike, stubbornly sluggish growth here and abroad, rising consumer debt and a continued earnings slump by our largest domestic companies. And on top of that, an aging bull market that’s just limped along in recent months.