Next Tuesday, United States citizens will go to the polls to decide who will be the next President of the United States. At Delegate, our job is not to “pick a side” or take a political view, but to advise our clients based on economic...
Click here for important information about this video. At Delegate Advisors, sharing interesting information to enhance the financial lives of our clients, friends and industry colleagues is a priority. Because our approach to managing wealth is holistic, we are turning to several industry experts we are...
One question we anticipate clients having over our next group of scheduled quarterly meetings is if Delegate thinks that stocks will outperform bonds over the next cycle, then why isn't Delegate recommending that its clients sell bonds and buy stocks right now? It's the right question...
When the domestic economy shut down in March, millions of workers immediately and unexpectedly lost their jobs. April's unemployment rate, which will be released this Friday, is expected to show the highest level on record as the coronavirus has essentially wiped out a decade's worth...
This week we're going to take a break from COVID-19 to remind you of something else that will likely have a substantial effect on markets later in the year. Before the coronavirus began to ravage the globe, the upcoming presidential election was shaping up to be...
On Monday, oil prices crashed as the May futures contract for WTI crude, a widely used benchmark for the price of a barrel of oil, dropped into negative territory for the first time in recorded history to about $30 below zero. In very general terms,...
Last week was one of the best ever for domestic equity markets. Since the March 23 low, the S&P 500 has gained roughly 25%, bringing the index back to levels from mid-2019. The index is down, however, about 18% from its high from early 2020....
Yesterday, the S&P 500 gained 7% on news over the weekend that the spread of the coronavirus had potentially slowed in several U.S. cities. While this is undoubtedly good news, we remain cautious for two primarily economic reasons. First, even if we assume the spread of...
Last week, a large number of states and metropolitan areas took the important and difficult step of imposing “shelter in place” restrictions in response to the COVID-19 pandemic. San Francisco and Chapel Hill, the two amazing places where Delegate’s offices are located, are now both...
Question: Why should an investor consider transferring assets at a time like this? There are three primary “drivers” or actions that can increase estate tax efficiency. The first action is to transfer assets when their value is low, and their potential future return is higher. The current...