Insights
At Peapack Private, we consider education to be an important part of what we do, both for our clients and for the public overall. That's why we regularly speak to local and national media, and why we contribute articles to leading publications, and our time to professional organizations.
Features
The Peapack Private Planning Quarterly - November 2021
Welcome to the November 2021 issue of the Peapack Private Planning Quarterly. Planning issues arise at every stage of life—the articles here address a few of them. This quarter, we’re looking at the end of the year, tying up loose ends and preparing for 2022. Please reach out to our authors—or to any of our investment and planning professionals—with your questions. Our guidance can help you achieve your financial goals.
Q4 2021: Can the Good Times Continue for Investors?
By David G. Dietze, JD, CFA, CFPTM
Managing Principal, Senior Portfolio Strategist
Managing Principal, Senior Portfolio Strategist
It’s already been an extraordinarily good year for investors. Stocks, including dividends, are up over 19%, twice the typical return for an entire year. Investors have been well rewarded for venturing out from money market funds, yielding just 0.07%, or CDs, as the five-year version returns just 0.44% annually.
Skeptics will counter that the market returns are so strong only because we’ve been coming out of a pandemic.
Skeptics will counter that the market returns are so strong only because we’ve been coming out of a pandemic.
investment outlook third quarter 2021: Off peak but not off track
Recently, the Metro-North system, operator of the suburban commuter trains in New York City’s northern suburbs, announced additional train service to its three lines. The increase will bring service levels to 82% of its pre pandemic schedule. But where are the riders? Metro-North’s ridership is off more than 50% from 2019 levels. In an inducement to get reluctant passengers to heed the “all aboard” call, the rail operator plans to continue to offer all riders reduced “off peak” fares, even during rush hour commutes.
October 2021 webinar - Tax Legislation update
Peapack Private Wealth Management's experts Claire Toth, Christopher Columbo and Laurie Wolfe discuss how potential tax law changes that Congress is currently writing mean for you and what you can do now to prepare for them.
How can we refinance $14K in credit card debt?
How you consolidate your debt will depend on how much debt you have overall, your credit score and other factors, such as your payment history.
Consolidating your credit card debt works if the new debt has a lower annual percentage rate (APR) than what you have now, said Betty Thomas, a chartered financial consultant and certified financial planner with Peapack Private Wealth Management in New Providence.
Archived Posts
October 2021
September 2021
August 2021
July 2021
Peapack Private Wealth Management Acquires Princeton Portfolio Strategies Group
June 2021
may 2021
april 2021
march 2021
february 2021
january 2021
2020
2019
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