The markets are entering one of the biggest seasonal voids. The Fed isn’t meeting, the Congress is going on recess and Americans are on vacation. Does this time of lower trading activity lessen the risk of a market pullback in 2014? Schwab’s Chief Investment Officer Liz Ann Sonders and her team analyze the situation. If you’re looking over estate planning documents, make sure you don’t skip past the boilerplate trust clauses. As Donald Sterling has discovered, they can have a major impact on your continued ability to manage your business and legal affairs. Another personal planning issue that requires considerable study is choosing a retirement community. Whether it’s for yourself or for a loved one, our final article explains how to gather the information you need to make a decision.
Schwab Market Perspective: Summer Void– Liz Ann Sonders, Schwab Chief Investment Officer, and her team say the economic outlook underscores why they continue to believe stocks will move higher over the intermediate and longer term. The short term risk of a pull back has gone up.
Why Boilerplate Trust Clauses Matter– Many people sign estate planning documents without paying much attention to the clauses they contain. While they may not be fun to contemplate, these clauses have real consequences that you need to understand.
10 Things Retirement Communities Won’t Tell You- Decisions about entering a retirement community often are made under duress, and families often fail to ask important questions. Continuity of care and staff turnover are issues for inquiry. The manner of charging for care is especially important because a family can be in for some surprises.
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John R. Day, Bill Ennis, Stephanie Davidson and Matt Heller