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Citi Personal Wealth Management

Market Insights & Financial Guidance

Stay on top of the changing financial landscape with market perspectives and financial guidance.

Featured Articles

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weekly market update

Pressure Builds

September 20, 2021

Globally, stocks fell for a second straight week with the MSCI All Country World Index falling another 1.0%. In the U.S., the S&P 500 slipped 0.6% while the Dow Jones Industrial Average fell just 0.1%. Shares in Japan outperformed slightly – rising 0.3%.

Read More on Pressure Builds

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monthly market snapshot

Seven Straight Months of S&P 500 Gains

August 2021

Despite investors’ concerns that a market correction may be nearing, the S&P 500 delivered its seventh straight month of consecutive gains ...

Read More on Seven Straight Months of <span class="nowrap">S&P 500 Gains</span>
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market outlook

Traveling to the Post-COVID World: New Portfolios for a New Economy

June 8, 2021

We are delighted to share with you the Citi Private Bank Mid-Year Outlook 2021, which presents their expectations for the global economy ...

Read More on Traveling to the Post-COVID World: New Portfolios for a New Economy

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June 17, 2021

Join Shawn Snyder, Head of Investment Strategy, Citi U.S. Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private ...

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market reaction

The Delta Drop

July 19, 2021

For the past year or so, the winds have largely been blowing in one direction with both U.S. gross domestic product (GDP) and the S&P 500 ...

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media & press

Jerome Powell’s hawkish tone on inflation takes the heat off Fed

June 30, 2021

Shawn Snyder, Citi U.S. Wealth Management Head of Investment Strategy, joins Yahoo Finance Live to discuss the Fed's view on inflation…

Watch Video on Jerome Powell’s hawkish tone on inflation takes the heat off Fed
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wharton knowledge

How Insider Trading Hides Behind a Barely Noticed Rule

April 20, 2021

Existing regulations on company executives selling shares of their companies are vulnerable to insider trading abuses and must therefore be ...

Read More on How Insider Trading Hides Behind a Barely Noticed Rule
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trust & estate

Strategies to Deal with Potential Capital Gains Tax Increases

Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.

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investing

6 Steps to Building Your Portfolio

Building a portfolio is sort of like building a house. You want a design that you will be happy with and that meets your family’s needs. ...

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investing

Mutual Fund Basics

Mutual funds are a popular way to invest in securities. Because mutual funds can offer diversification and professional management, they ...

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wharton knowledge

How Insider Trading Hides Behind a Barely Noticed Rule

April 20, 2021

Existing regulations on company executives selling shares of their companies are vulnerable to insider trading abuses and must therefore be tightened, according to a recent Wharton study.

Read More on How Insider Trading Hides Behind a Barely Noticed Rule

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wharton knowledge

How Can Financial Institutions Prepare for AI Risks?

April 13, 2021

Artificial intelligence (AI) technologies hold big promise for the financial services industry, but they also bring risks that must be addressed with the right governance approaches, according to a white paper by a group of academics and executives from the financial services ...

Read More on How Can Financial Institutions Prepare for AI Risks?

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wharton knowledge

Biden’s Infrastructure Plan: Who Are the Winners and Losers?

April 12, 2021

The American Jobs Plan (AJP) proposed by President Biden on March 31 would spend $2.7 trillion and raise $2.1 trillion dollars over the 10-year budget window of 2022–2031, according to the Penn Wharton Budget Model (PWBM), a nonpartisan initiative that analyzes the economic ...

Read More on Biden’s Infrastructure Plan: Who Are the Winners and Losers?

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wharton knowledge

Think Twice Before Paying Off Your Mortgage Early

March 15, 2021

There is no shortage of articles and videos discussing the pros and cons of paying off your mortgage early. Some are quite confident in the view that paying off a mortgage as quickly as possible is unambiguously good. While there are psychological benefits of avoiding debt, the ...

Read More on Think Twice Before Paying Off Your Mortgage Early

Wharton Knowledge is designed to help our clients get financial, professional and thought leadership insights.

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Video of Shawn Snyder discussing how to invest in this new economic cycle

Mid-Year Outlook 2021 Webcast

Join Shawn Snyder, Head of Investment Strategy, Citi U.S. Wealth Management, and Joe Fiorica, Global Head of Equity Strategy, Citi Private Bank.

Video (64:00)

Video of Shawn Snyder offering his insights on investing in a post-COVID global economy

2021 Outlook - A New Beginning: Investing in a Post-COVID World

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Juan Arana, Head of the Citi International Personal Bank U.S. Investment Lab, offer their insights on investing in a post-COVID global economy.

Video (61:27)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Potential Impact of the Election

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on what the results of the U.S. election mean for financial markets, the economy, and your personal finances.

Video (57:00)

Video of Shawn Snyder discussing the election and potential policy implications

Washington Watch: The Path to the Presidency Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, share their thoughts on the potential policy implications.

Video (68:00)

Video of Shawn Snyder discussing how to invest in this new economic cycle

Mid-Year Outlook 2020 Webcast

Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, discusses how to invest in this new economic cycle with Steven Wieting, Citi Private Bank’s Chief Investment Strategist and Chief Economist.

Video (59.19)

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    Collaborate with your dedicated team to create a personalized financial plan around your life’s “what ifs” using Citi Wealth Advisor, Citi Personal Wealth Management’s digital financial planning solution.

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The Market Insights commentary should not be considered a recommendation or research report.  Nor should it be considered a solicitation, advice or a recommendation with respect to any investment strategy, asset allocation or particular investment. The Market Insights commentary is not intended to constitute “research,” as that term is defined by applicable regulations.  The views expressed herein are those of the author and do not necessarily reflect the views of Citigroup Global Markets Inc. or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

The market and planning commentary on this site may discuss topics that are timely to current events at the time they were written or filmed. The relevance of such topics may change at future dates.

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