What’s the best reason to stay invested right now? The world’s largest asset manager, BlackRock, shares the numbers on what you may miss by selling. Jeffrey Kleintop says investors need to look beyond Ukraine. Schwab’s chief global investment strategist offers his take on how the markets will react to Russia’s invasion. Married couples are shortchanging themselves in estate planning. They have tax advantages but are often not using them, as Thomas J. Stemmy explains.
Stay Calm Amid Market Volatility — When markets get volatile, it can be tempting to change course. Each crisis, from geopolitical risks to changes in monetary policy, can feel daunting. But rather than trying to predict what happens next, it’s critical for investors to think clearly and plan for volatility. BlackRock illustrates the reasons why. Read more…
Schwab’s Quick Take: Russia Invades Ukraine — Investors should not become single-mindedly focused on the conflict in Ukraine and take their eyes off other economic indicators. The global and European economies were reporting a much better-than-expected rebound from the COVID-19 omicron variant, both in terms of February purchasing managers indexes and other economic data this year. Read more…
Married Couples Have Estate Planning Options Others Don’t — Many married couples have chosen to keep estate planning and their wills as simple as possible. They often feel that it is sufficient to simply name their spouse as the beneficiary and, wherever possible, title their assets jointly. During a transitional period like the present one, passing all your assets directly to your spouse could be a big mistake. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller
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