Preservation Specialists, LLC Blog


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

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.…

Read More →
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…

Read More →
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,…

Read More →
2022 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…

Read More →

What Is “Stakeholder Capitalism”?

January 5, 2021

Stakeholder Capitalism | 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…

Read More →
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…

Read More →
coronavirus-china-source

China’s Rebound

December 21, 2020

In mid-November, China signed an important and symbolic free-trade agreement with 14 countries, including Japan, South Korea, New Zealand and Australia. The deal, which represents 30% of the world’s population, eliminates tariffs and quotas on 65% of goods traded in the Asia-Pacific region. Global economists say the deal is further evidence of Asia’s growing power,…

Read More →

Open Enrollment: Health Care Insurance Takes Priority

December 10, 2020

The Patient Protection and Affordable Care Act (ACA) – passed in 2010 and known colloquially as “Obamacare” – has experienced quite a ride. Initially, it was embraced by millions of Americans for whom it afforded tax-subsidized health insurance without access to employer-sponsored coverage. At the same time, it was derided for increasing government sharing costs…

Read More →

Advantages of Gender-Lens Investing

December 2, 2020

Gender-lens investing is the tactic of screening companies through female-centric filters. According to analysis by the Wharton School of Business, these filters include: Advancing women in finance Advancing women in leadership Advancing products and services that improve the lives of women Advancing companies that have a positive effect on their female employees Advancing companies that…

Read More →

Ready to Take The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.

Or give us a call at (803) 798-1988