Wealth Management

Fort Washington Private Client Group professionals share guidance and insights about essential wealth management topics, including an explanation of structured investments and why investors may be interested in them, the likely impact of tax reform, and ways to save for college.

What Is Sustainable Investing?

The Private Client Group June 2, 2021

While investment strategies are generally meant to achieve certain financial goals, they may also take into account the potential effect on society—and this is known as sustainable investing.

Wealth Management

Bitcoin Buyers Beware

Thomas L. Finn, CFA April 20, 2021

Similar to the interest in gold after the great financial crisis, Bitcoin is generating attention. While Bitcoin does have some inherent attractiveness, several questions must be addressed to understand its long-term value.

Wealth Management

Are Equity Markets Overvalued? A Look Back at Bull Markets Throughout History

Thomas L. Finn, CFA March 26, 2021

Equity markets have bounced back from the initial impact of the COVID-19 pandemic in the first quarter of 2020. Market recovery continues to date due to action from the Federal Reserve and Congress. Now, the focus moves to valuation and, in particular, if equity markets are overvalued.

Wealth Management

Revisiting the Case for International Diversification

Nick Sargen, Ty Hogan March 22, 2021

Skepticism about international diversification has increased as correlations between U.S. and international equities have increased and U.S. stocks have outperformed materially. We examine whether these trends are likely to continue and what is a suitable international allocation for diversified portfolios.

Equities, Wealth Management

Dialing Back the Downside

Ty Hogan September 30, 2020

The market experienced record-breaking volatility in the first half of the year. Investment advisors are faced with a unique challenge: build portfolios that allow their clients to remain invested despite elevated volatility. We offer three potential investment solutions.

Wealth Management

Structured Investments: A Practical Portfolio Addition?

The Private Client Group March 27, 2018

Fort Washington Private Client Group explains what type of investors may be interested in structured investments and how they use them in client portfolios.

Wealth Management