In my practice as a Financial Advisor, we advise clients on asset or donation strategy based on their personal situation and goals to maximize the benefit to them and the charity. Donors can support charities with cash donations or follow techniques that maximize both the gift and the potential tax benefit. By planning contributions, donors can: Minimize capital gains, […]
(October 28th to November 1st, 2019) ~ Presented by Blanke Schein Wealth Management ~ RECAP: stock indices again set records, the Fed makes its third rate cut of the year, October’s employment report is a nice surprise, and U.S. and Chinese trade negotiators make some progress. THE WEEK ON WALL STREET A better-than-forecast jobs report prompted a stock […]
(September 16th to September 20th, 2019) ~ Presented by Blanke Schein Wealth Management ~ RECAP: oil prices spike, following drone attacks in the Middle East; the Federal Reserve cuts interest rates, and a Chinese trade delegation decides to head home early from America. THE WEEK ON WALL STREET Investors reacted to two major news items last week, […]
(September 9th to September 13th, 2019) ~ Presented by Blanke Schein Wealth Management ~ RECAP: the Dow logs an 8-day winning streak and Treasuries sell off as the mood brightens slightly in the U.S.-China trade dispute; yearly core inflation reaches a 13-month high. THE WEEK ON WALL STREET Stocks edged toward all-time peaks during a relatively calm week […]
Understanding Homeowners Insurance Provided by Blanke Schein Wealth Management If you arrange a mortgage, your lender will want you to have homeowners insurance. This coverage is critical for protecting your home and personal property against various potential liabilities. A homeowners insurance policy is actually a package of coverages. These policies commonly offer the following […]
(September 2nd to September 6th, 2019) ~ Presented by Blanke Schein Wealth Management ~ RECAP: the three Wall Street benchmarks advance as investors respond to newly scheduled U.S.-China trade talks and see a silver lining in the latest employment and manufacturing data. TRADE TALKS POISED TO RESTART Trade representatives from the U.S. and China are planning to head back […]
Why Do You Need a Will? Provided by Blanke Schein Wealth Management According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded of their mortality or dwell on what might happen upon their death, so […]
Is America Prepared to Retire? A look at some ways to get ready. Provided by Blanke Schein Wealth Management Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spots include retiring without enough money saved (16%) and anxiety about having a “rainy day” […]
An Executor Checklist The steps you may need to take to fulfill a major responsibility. Provided by Blanke Schein Wealth Management If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You […]
(August 12th to August 16th, 2019) ~ Presented by Blanke Schein Wealth Management ~ RECAP: equities are hit by considerable volatility, following developments in the bond market as well as the U.S.-China trade dispute. THE WEEK ON WALL STREET U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields […]
Blanke Schein Wealth Management is registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.