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Financial Alternatives News and Insights

Integrated Wealth Management
Investing Newsletter - Jul 2019
  • Stock and bond markets rebounded sharply in the first half of 2019.

  • Over the next 10 years, Vanguard expects stock and bond returns to be lower than the historical averages.

  • Vanguard forecasts higher returns for foreign stocks vs. US stocks during this period.

  • GMO’s 7-year return forecast is lower than Vanguard’s.

  • Stocks, as measured by the S&P 500, have neared their historical average return for only 6 out of the last 93 years – returns have varied widely for other years.

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How Accountants Should Find a Financial Advisor to Work With

Finding the right financial advisor to partner with from a practical standpoint has been, well, a source of much frustration for many CPAs we know. So we’re putting together a sketch of how accountants who want to expand their margins, offer a higher level of service to their clients, and grow their practices through partnering with a financial advisor should go about finding the right one.

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The Surprising Truth about Women and Stock Options

A recent article in Bloomberg revealed some shocking data about women being underpaid relative to men – in the progressive technology sector, of all places. As per a study by Carta, “women hold 47 cents for every dollar of equity men do” (Greenfield, 2018). These results should not be taken lightly; here’s why this imbalance may matter for female executives and what they can do to change it.

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The #1 Thing That Most Executives Aren’t Doing With Their Stock Options and Executive Compensation Plans – and What It May Be Costing You

Executives who are time-constrained yet serious about reaching their financial and investing goals commonly overlook one important factor: automation. Set up your plan so that it will be automatically executed without you having to remember what decisions were made. Automate, automate, automate! Here’s why…

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