March 2022

Worried about how volatility in the markets and the economy will affect your financial plans? Here are some moves to help protect your assets.

We believe that this increased political volatility is a direct result of the elevated economic uncertainty that has stemmed from the crisis. With midterm elections looming and inflation at 40-year highs, we believe this trend is likely to continue in 2022.

It’s your most valuable asset. So make sure you maximize its value before a sale or other business transition.

A conversation with Baird Market Analyst Mike Antonelli about investing at this moment in history.

If the market’s sudden moves have you thinking about getting out, here are some investment strategies to reassure you. Most important: Keep your focus on the long term.

With so much of our business happening online these days, it’s no surprise that hackers put a great deal of effort into trying to access your information. What can you do to protect yourself? Here are a few real-world strategies to keep in mind:

After 20 years, the IRS has updated its life expectancy tables – which means the Required Mimimum Distribution from your retirement account each year is also changing.

Western governments have responded to Russia’s invasion of Ukraine by imposing massive sanctions on Russia. These events have brought a renewed focus on US energy policy.

Focus too much on day-to-day market performance and you could miss the larger trend.

With a little planning, you can avoid leaving money on the table as you switch jobs.

Be still, sad heart! Into each life some rain must fall.

It’s no secret that we’ve had a volatile start to 2022—in the financial markets and in the real world. Strategas Chairman and CEO Jason Trennert discusses recent geopolitical volatility, what it means for inflation and the Fed, and his outlook for equities for the rest of year.