Preservation Specialists, LLC Blog


We help individuals and families work toward achieving their ideal retirements.

Pandemic Highlights the Difference Between Economics and Finance

February 26, 2021

One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep. They are measurements of two different things, often indicating how the other will react. However, as we saw last year, the economy is a greater…

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covid19-vaccine

Vaccines and the Stock Market

February 16, 2021

If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and Wall Street analysts have long proclaimed that comprehensive economic recovery is not possible until we have contained the virus. The prospect of wide distribution of…

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remote-work-trend

When To “Buy Low”

February 9, 2021

The beginning of the year is typically full of hope. We make New Year’s resolutions, and it may take a few months for our enthusiasm (and vigilance) to wane. There’s also the “January Effect,” when the stock market generally gets a performance boost thanks to tax harvesting in December and subsequent reinvestments. But even that…

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social-security-benefits

The Pros and Cons of Corporate America’s Remote Work Trend

February 2, 2021

Post-pandemic, will everyone go back to the office like nothing ever happened? Will lost jobs be recovered? Or is remote work and skeleton staffing a trend here to stay? A recent survey of company leaders revealed that eight in 10 plan to allow employees to work outside the office at least part time going forward.…

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social-security

How To Help Maximize Social Security Benefits

January 26, 2021

There are good reasons to delay starting Social Security benefits, but there are also good reasons to begin them early. It really does depend on your circumstances. If you claim earlier than your full retirement age (FRA), your benefit will be permanently reduced. The age to qualify for the full Social Security benefit varies by…

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pandemic recovery

Global Recovery in a Post-Pandemic World

January 19, 2021

In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of the global pandemic, it put its long-standing Global Competitiveness Index rankings on hold. Instead, the report focused on priorities for recovery and revival instead of competition. Indeed, economic globalization over the past two decades, in many ways,…

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2021 Financial Outlook

2021 Outlook: Wealth Managers Weigh In

January 12, 2021

2021 Outlook | According to its latest 2021 economic outlook, UBS expects widescale availability of the COVID-19 vaccine will increase global output in 2021. The firm anticipates corporate earnings will return to pre-pandemic highs by the end of 2021 and recommends that investors diversify their portfolios by rebalancing out of U.S. large caps and global…

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What Is “Stakeholder Capitalism”?

January 5, 2021

In its monthly Investment Insights publication, Merrill Lynch noted that while nationalism has been a strong trend throughout the past few years, globalism in the prior 30 years did much to reduce poverty worldwide. As trade agreements shifted many U.S. jobs and operations overseas, the average income of the lower 50% of global earners nearly…

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coronavirus and stock market

What’s Ahead for the Stock Market?

December 29, 2020

In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed their best month since April of this year. Learn more about stock market here… With the election behind us and a vaccine on the horizon, the stock market has plenty to celebrate. Many consumers used the pandemic…

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