Investor Insights

Gain critical insights into the world of investing, finance, & more written by Highline's expert advisory team.

May 19, 2021
SECURE ACT 2.0

The proposed legislation contains more than 30 changes to retirement plans – here’s the breakdown of a few significant enhancements.

Right ArrowRight Arrow
March 23, 2021
Market Commentary: Farewell to 2020

Please join us in saying goodbye to 2020.

Right ArrowRight Arrow
November 9, 2020
Macroeconomic Policy and Zero Interest Rates

Learn about the macroeconomic policy affecting the economy in the short, intermediate, and long term.

Right ArrowRight Arrow
November 4, 2020
The SECURE Act and Your Estate Plan

In this article we highlight SECURE Act changes that may substantially affect individuals.

Right ArrowRight Arrow
November 4, 2020
Finding Your Silver Lining, With Some 2021 Vision

The last two months have been dominated by US politics in one form or another.

Right ArrowRight Arrow
October 8, 2020
PPP Loan Forgiveness for Self-employed individuals

Utilize the following highlights to help you successfully navigate the forgiveness process which began on August 10, 2020.

Right ArrowRight Arrow
October 6, 2020
Bridging the Disconnect between the Stock Market and the Economy

Breaking down 2020’s stock market performance,

Right ArrowRight Arrow
October 6, 2020
Fixed Income - Which Way is Up?

For many, 2020 has been a year of significant uncertainty from both public health and economic perspectives.

Right ArrowRight Arrow
September 29, 2020
Retirement Plan Coronavirus Distributions Requirements

From the Money Talks podcast hosted by Hugh Meyer and prior blog post guest writer, ERISA Attorney expert, Chris Roberts.

Right ArrowRight Arrow
September 15, 2020
Transferring Liability Risks

Learn about your options to when it comes to managing risk in your investment portfolio.

Right ArrowRight Arrow
March 13, 2023
What coverage does the FDIC provide for my accounts?

Here is a breakdown of the various account types and how much protection is generally included with FDIC insurance.

Right ArrowRight Arrow
October 9, 2025
Circular Investing in the AI Ecosystem

I’m taking a break from my usual weekly market monitor format to do a deep dive on a hot topic this week, which is Circular Investing in...

Right ArrowRight Arrow
October 1, 2025
Weekly Market Monitor | 10.1.25

The final week of September saw a flurry of economic data releases, painting a mixed but generally resilient picture of the U.S. economy.

Right ArrowRight Arrow
September 24, 2025
Weekly Market Monitor | 9.24.25

Last week's initial unemployment claims for the week ending September 13 showed a significant decrease, falling by 33,000 to 231,000.

Right ArrowRight Arrow
September 17, 2025
Weekly Market Monitor | 9.17.25

The global capital markets have been largely optimistic over the past week, driven by growing confidence that the Federal Reserve...

Right ArrowRight Arrow
September 10, 2025
Weekly Market Monitor | 9.10.25

Heading into the fall, and coming back from the holiday week, the capital markets are jam-packed with economics, politics, and company devel

Right ArrowRight Arrow
September 3, 2025
Weekly Market Monitor | 9.3.25

Late August is considered the “Dog Days of Summer” in the capital markets, but a lot still happened this past week, which saw a mixed bag...

Right ArrowRight Arrow
July 30, 2025
Highline Macro Monitor | 7/30/25

Highline Wealth Partner's Weekly Macro Monitor

Right ArrowRight Arrow
April 29, 2020
How the CARES Act Impacts Retirement Plans

Learn how the CARES Act can impact Qualified Retirement Plans.

Right ArrowRight Arrow

This material including, without limitation, to the statistical information herein, is provided for informational purposes only. The material is based in part on information from third-party sources that we believe to be reliable but which have not been independently verified by us, and for this reason, we do not represent that the information is accurate or complete. The information should not be viewed as tax, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. Nothing relating to the material should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. The views expressed in this report are solely those of the author and do not necessarily reflect the views of Highline Wealth Partners LLC, or any of its affiliates.