Investors have reasons to be optimistic about stocks in the long run, according to Robert Doll. The chief equity strategist for Nuveen Asset Management offers an interesting analysis. In the short run, however, the upcoming vote on Scottish independence is creating uncertainty in the world markets. Mike Peacock of Reuters writes about its possible affect on the European Union. If you’d like more control over how your investments are managed by your beneficiaries, a trust may be the answer. As our final article explains, they’re not just for the rich anymore.
A Choppy Path Stretches Ahead, But It Could Favor Equities- Robert Doll of Nuveen Asset Management believes, “Should growth continue to improve, we would expect stock prices to rise. Our current view at this point is that equities could experience returns in the high single digits in the coming years.” http://www.advisorperspectives.com/commentaries/nuveen_090814.php
Why The World Should Care About Scottish Independence– The Scottish vote for independence is September 18th. This article in Reuters explains why losing Scotland would likely weaken Britain as a power, dent its self-confidence and increase doubts about its future in Europe. It would also create great uncertainty for investors. http://uk.reuters.com/article/2014/09/09/uk-scotland-independence-world-idUKKBN0H40ZZ20140909
Trusts Aren’t Just For The Wealthy– Trusts are a good planning tool for clients, even those with less than a million dollars in investable assets. Here is a summary of situations that warrant the consideration of a trust. http://ultimateestateplanner.com/2014/09/01/trusts-arent-just-rich-anymore/
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John R. Day, Bill Ennis, Stephanie Davidson and Matt Heller