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August 2024 Market Commentary Monthly Market Commentary

August 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Rate Cuts in View and “The Great Rotation” Volatility is…
AdvicePeriod
AdvicePeriodAugust 7, 2024
Getting Paid for Uncertainty: The Case for Bonds Investing

Getting Paid for Uncertainty: The Case for Bonds

Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that inflation was not transitory, and it was time to raise rates. We have been in uncharted…
AdvicePeriod
AdvicePeriodJuly 15, 2024
How an ILIT Can Help Protect Your Family’s Wealth Estate PlanningLife Insurance

How an ILIT Can Help Protect Your Family’s Wealth

Life insurance is a powerful tool for estate planning: It provides a means to transfer wealth to beneficiaries free of income tax and outside of the probate process. But because…
AdvicePeriod
AdvicePeriodJuly 15, 2024
Estate Planning: A Critical Consideration for Divorcees Estate Planning

Estate Planning: A Critical Consideration for Divorcees

Divorce is often emotionally and mentally draining, as parting couples experience anger and disappointment while navigating complex legal processes and difficult personal decisions. All that makes it easy to overlook…
AdvicePeriod
AdvicePeriodJune 17, 2024
Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans Retirement Planning

Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans

Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much as possible to their employer-sponsored retirement plans, but student loan repayment obligations may make it difficult…
AdvicePeriod
AdvicePeriodJune 17, 2024
Should You Take Social Security Early and Invest Your Checks? Social SecurityRetirement Planning

Should You Take Social Security Early and Invest Your Checks?

What’s the best way to maximize your Social Security benefit? While the answer may vary based on your needs, life expectancy and other factors, waiting until age 70 will result…
AdvicePeriod
AdvicePeriodMay 21, 2024
Executive Compensation: How to Get the Best Package for You ExecutiveWealth Planning

Executive Compensation: How to Get the Best Package for You

Are you being paid what you’re worth? If you’re a top executive, it might not be easy to tell. That’s because executive compensation packages can include everything from salary to…
AdvicePeriod
AdvicePeriodMay 21, 2024
Managing the Hidden Risk to Your Retirement Savings Retirement SavingsRetirement Planning

Managing the Hidden Risk to Your Retirement Savings

Retirement savings are usually built slowly and patiently. But retiring at the wrong time can deplete portfolios far faster than expected, thanks to a little-discussed hazard called sequence of returns…
AdvicePeriod
AdvicePeriodApril 15, 2024
Roth IRAs for Kids? Actually, It Can Be a Good Idea Roth IRA for KidsRetirement Planning

Roth IRAs for Kids? Actually, It Can Be a Good Idea

At first, the idea of setting up a retirement account for a child might sound odd—retirement is a good half-century down the road, after all. But a Roth individual retirement…
AdvicePeriod
AdvicePeriodApril 15, 2024
Original Medicare Supplement Insurance: What to Know About Medigap Plans Retirement Planning

Original Medicare Supplement Insurance: What to Know About Medigap Plans

While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t cover every medical expense, which is why you will need to add supplement insurance. Medicare Overview…
AdvicePeriod
AdvicePeriodMarch 19, 2024
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    AdvicePeriod is a brand utilized by Mariner, LLC and Mariner Platform Solutions. Investment advisory services are offered through Investment Adviser Representatives (“IARs”) registered with Mariner, LLC or Mariner Platform Solutions each an SEC registered investment adviser. For additional information about including fees and services refer to each entity’s Form ADV Part 2A. Registration of an investment adviser does not imply a certain level of skill or training.

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