Saturn Wealth

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China’s Rebound

In mid-November, China signed an important and symbolic free-trade agreement with 14 countries, including Japan, South Korea, New Zealand and Australia. The deal, which represents 30% of the world’s population, eliminates tariffs and quotas on…

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Tuck in for a Long Winter’s Night

We were warned by health experts that the coronavirus outbreak would get worse with the flu season – and here we are. The pandemic has taken a huge toll on the lives of nearly every…

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Open Enrollment: Health Care Insurance Takes Priority

The Patient Protection and Affordable Care Act (ACA) – passed in 2010 and known colloquially as “Obamacare” – has experienced quite a ride. Initially, it was embraced by millions of Americans for whom it afforded…

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Advantages of Gender-Lens Investing

Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include: Advancing women in finance Advancing women in leadership Advancing products and services…

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Social Security Updates

The Social Security Administration (SSA) recently announced a new cost-of-living adjustment (COLA) starting in 2021. Beneficiaries can expect a 1.3% increase in their income payouts next year, which is actually smaller than the COLA increase…

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Let’s Talk About … the 401(k)

The 401(k) originally began as a company profit-sharing plan. Companies had been funding defined benefit pensions for years, but as their annual profits and stock prices experienced volatility, they looked for ways to share that…

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Fixed Income vs. Stock Portfolio

Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some, vacation plans were canceled, and…

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Financial Advising During a Pandemic

The pandemic has been hard on nearly everyone, and it’s particularly difficult for professionals who normally meet with clients in an office setting. Fortunately, financial advisors have been able to adapt to this “new normal.”…

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How High-net-worth Households are Faring

The investment markets rebounded and have proven resilient despite the economic decline resulting from the pandemic. The Federal Reserve continues to boost monetary policy with trillions in market support. Congress and President Trump support the…

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Midyear Market Outlook from Wealth Managers

Lately, the economy has looked as volatile as the stock market: up for a few weeks and then back down again. This is generally attributed to the reopening of the country in early May, followed…

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