4 financial situations to consider creating a trust
A trust isn’t just for wealthy individuals. Review these four financial situations where a trust can help make transferring your assets easier.
Investing
Economic Update October 11
Our Q3 2021 market review from Fulton Financial Advisors provides a review of the previous quarter markets and a look toward the end of 2021.
Economic Market Update - July 16, 2021
This Market Update from Fulton Financial Advisors provides a review of the previous quarter in stock and bond markets.
Why everyone needs an estate plan (not just the “wealthy”)
Estate planning protects your loved ones after you're gone. Learn why everyone can benefit from an estate plan, not just “wealthy” people.
Economic Market Update - June 15, 2021
This Q2 Market Update provides perspective on economic lifecycles and bubbles and how to navigate in the post-COVID economy.
Should I use a financial advisor or do it myself?
Making the decision to work with a financial advisor or doing it yourself means asking (and answering) the right questions.
What is a 529 education savings plan?
Understand the basics of how a 529 Savings Plan can provide a tax-advantaged way to help pay for education.
Economic Market Update - May 6, 2021
This Market Update for Q2 of 2021 provides investors with sector and industry performance, international perspectives, and possible paths for the upcoming economic cycle.
Economic Market Update: 2020 Review
Taking a look back at 2020 and providing our economic outlook for 2021.
Economic Market Update - September 8, 2020
Read our update on the current state of the economy, recent changes in the Dow Jones Industrial Average and the Federal Reserve’s framework for monetary policy.
Is Investing During a Crisis or Recession a Good Idea?
During a crisis there are opportunities to invest. This article shows you how to determine a strategy based on your personal risk tolerance.
Economic Market Update - June 2, 2020
Our commentary focuses on a methodology to review the last two months, the actions taken and the impact of their success.
Worried about your investments during COVID-19? Here’s what history teaches us.
Bear markets are a fact of our investing lives, but they’re still surprising each time they occur. Here are key lessons we’ve learned about the market from the past and what to expect in the future.