Tips for Keeping the Peace All around the world, families are confronting a new reality. Countless parents are furloughed or have transitioned to working from home. Many children are out of school, some taking classes online. If you and your family are in this situation, social distancing to avoid getting sick, you may be struggling […]
On Equal Pay Day, Please Mind the Gap Today is Equal Pay Day, a symbolic date indicating how much longer women have to work to earn the same amount as men earned the prior year.1 Last year, Equal Pay Day was on April 2nd, in 2018 it was on April 10th and in 2010 it […]
#ShopLocal Small businesses are vital to our economy, accounting for 44% of economic activity in the U.S.* And, local businesses add value to our communities in many other ways by providing personalized service, contributing to local charities and adding character to our neighborhoods. However, small businesses and the ‘Mom and Pop’ shops we enjoy frequenting are […]
When Markets are Volatile The financial markets can be volatile during times of uncertainty. And St. Patrick’s Day may find you wondering if a four-leaf clover is the solution. However, at Luma Wealth, we believe in a different type of lucky clover, one that empowers you to take control of your future and includes: Your […]
When You’re Starting Over, Post-Divorce Spring is in the air, heralding a feeling of rejuvenation and renewal. For many of us, it’s time to purge our homes of unwanted items and scrub them clean. For others, it’s an opportunity to start over after a life-changing event, such as divorce. Divorce triggers a reset ─ of […]
On World Wildlife Day, Make an Impact If you want to do some good in the world while working toward your financial goals, consider the possibility of Impact Investments. They have the dual goal of generating a positive social and environmental impact along with financial return.* Although impact investing is becoming increasingly popular, especially among […]
When Money is Left to You Over the next 25 years, an estimated $48 trillion in assets will be transferred from baby boomers down to their heirs.1 If you anticipate receiving some of this wealth, here are five thoughts about safeguarding your inheritance. 1. If you inherit retirement assets, know the rules to minimize […]
A Tribute to the Sandwich Generation Are you one of the estimated 11 million unpaid family caregivers in the U.S. simultaneously attending to the needs of children and an aging loved one?1 The aptly named ‘Sandwich Generation’ is vast and growing. With life expectancy on the rise, parents are living longer, and many will face […]
Feminism is No Joke With insightful wit, female comedians play a valuable role in advancing the cause of women – using humor to help their audiences rethink how to act. In honor of Galentine’s Day, we celebrate the genius of women who’ve shifted paradigms with laughter. Challenging social norms Moms Mabley, born Loretta Mary Aiken […]
5 Things to Know About Executive Compensation and Taxes It’s tax season, which means you should be receiving ‘Important Financial Documents’ from your employer and financial providers. And, with financial documents in hand, it’s an opportune time to review your sources of compensation to better understand how your income is taxed and identify potential ways […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.