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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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webcast

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

Date: Thursday, January 21, 2021
Time: 12:00 PM – 1:00 PM EST

Register Now on 2021 Outlook - A New Beginning: <br class="md-max-none lg-min-block">Investing in a <span class="nowrap">Post-COVID World</span>

a calendar

monthly market snapshot

2020 is Finally Over

December 2020

It’s over! It’s finally over! 2020 has officially come to an end and it is time to take stock of the annual performance of financial ...

Read More on 2020 is Finally Over
the white house lit up at night

market reaction

Washington Watch: The Nation Waits…

November 5, 2020

The nation is collectively holding its breath while we wait for the results of the U.S. presidential election. However, the stock market is ...

Read More on Washington Watch: The Nation Waits…
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retirement planning

How to Prepare Your Finances for Early Retirement

Learn steps you might take if you are considering entering an early retirement.

Read More on How to Prepare Your Finances for Early Retirement
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media & press

Citi Advises Investors Not to Get ‘Emotional’ Ahead of the Election

September 29, 2020

Shawn Snyder, Head of Investment Strategy at Citi Personal Wealth Management, joined Cheddar to discuss why investors should care more ...

Watch Video on Citi Advises Investors Not to Get ‘Emotional’ Ahead of the Election

global perspectives (gps)

COVID-19 Pandemic Series

September 29, 2020

The COVID-19 global pandemic will have long-lasting and profound effects on the world with structural changes to the global economy, ...

Read More on COVID-19 Pandemic Series

wharton knowledge

When Cash Is Tight, Should You Borrow from Retirement Savings?

April 14, 2020

Attractive as it might seem, tapping retirement savings is fraught with risks that need careful consideration, according to experts at ...

Read More on When Cash Is Tight, Should You Borrow from Retirement Savings?
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man climbing stairs looking out onto misty morning forest

webcast

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

Date: Thursday, January 21, 2021
Time: 12:00 PM – 1:00 PM EST

Register Now on 2021 Outlook - A New Beginning: <br class="md-max-none lg-min-block">Investing in a <span class="nowrap">Post-COVID World</span>

a calendar

monthly market snapshot

2020 is Finally Over

December 2020

It’s over! It’s finally over! 2020 has officially come to an end and it is time to take stock of the annual performance of financial markets. The MSCI All Country World Index, a broad measure of stocks globally, rose by 14.3% in 2020.

Read More on 2020 is Finally Over

man climbing stairs looking out onto misty morning forest

market outlook

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

December 2020

Most equity investors likely experienced solid gains this year on the back of massive advanced economy monetary and fiscal stimulus.

Read More on Market Outlook 2021 <br>A New Beginning: <br class="md-max-none lg-min-block">Investing in a <span class="nowrap">Post-COVID World</span>

woman staring out at the sea

monthly market snapshot

A November to Remember

November 2020

Globally, stocks surged in November as positive vaccine news and fading U.S. political uncertainty. In the United States, the S&P 500 soared 10.8% while the Dow Jones jumped 11.8%.

Read More on A November to Remember

Financial Guidance

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retirement planning

Comparison – Traditional vs. Roth IRAs

Learn about the factors to consider when choosing an IRA.

Read More on Comparison – Traditional vs. Roth IRAs

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insurance & long-term care

Learn About Medicare and Medigap

Learn the basics of parts A, B, C and D of Medicare.

Read More on Learn About Medicare and Medigap

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life events

Money and Marriage: Tying the Financial Knot

You and your future spouse are not only romantic partners—you are financial partners, too. As a result, you'll need to address several financial questions.

Read More on Money and Marriage: Tying the Financial Knot

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education planning

529 Plan for Education – 4 Steps to Help Maximize Savings

529 savings plans are one of the most common ways to build wealth for education. Learn four steps that can help ensure you're making the most of your plan.

Read More on 529 Plan for Education – 4 Steps to Help Maximize Savings

Global Perspectives

global perspectives (gps)

COVID-19 Pandemic Series

September 29, 2020

The COVID-19 global pandemic will have long-lasting and profound effects on the world with structural changes to the global economy, markets, industries, and everyday life. To stay ahead of these changes, we share insights from a variety of Citi experts — economists, ...

Read More on COVID-19 Pandemic Series

global perspectives (gps)

Sustainable & Responsible Investing Series

September 2020

As a global bank, Citi believes it is important to take a leading role in contributing to the UN Sustainable Development Goals (SDGs). Citi…

Read More on Sustainable & Responsible Investing Series

global perspectives (gps)

Disruptive Innovation Series

September 2020

What are the latest innovations in products and services that are going to change sectors and companies? Our Disruptive Innovation series takes a look at 10 new items each year that are poised to disrupt, as well as topics around disruption — from how to create cities that are ...

Read More on Disruptive Innovation Series

global perspectives (gps)

Global Supply Chains

June 1, 2020

The pandemic has placed the vulnerability of global supply chains and their extensive reliance on China’s manufacturing sector firmly into the spotlight. Will a focus on essential supply chains further accelerate the relocation of manufacturing out of China?

Read More on Global Supply Chains

Citi Global Perspectives & Solutions (Citi GPS) is designed to help our clients navigate the global economy's most demanding challenges, identify future themes and trends, and help individuals profit in a fast-changing and interconnected world.

Wharton Knowledge

wharton knowledge

Living to 100: How Will We Afford Longer Lives?

May 19, 2020

As more Americans live longer lives, innovative products based on public-private partnerships could help to finance them, according to experts at the 2020 Pension Research Council Symposium.

Read More on Living to 100: How Will We Afford Longer Lives?

wharton knowledge

When Cash Is Tight, Should You Borrow from Retirement Savings?

April 14, 2020

Attractive as it might seem, tapping retirement savings is fraught with risks that need careful consideration, according to experts at Wharton. Those premature withdrawals will not just erode individuals’ retirement nest eggs: Those who lose their jobs after they withdraw from ...

Read More on When Cash Is Tight, Should You Borrow from Retirement Savings?

wharton knowledge

Ten Guidelines for Creating Opportunities in a Time of Crisis

April 14, 2020

The truth is that every crisis, while deeply unsettling, also contains the seeds of opportunity. In this opinion piece, Yoram (Jerry) Wind, emeritus professor of marketing at Wharton, and Nitin Rakesh, CEO of Mphasis, an IT firm headquartered in Bangalore, India, discuss how to ...

Read More on Ten Guidelines for Creating Opportunities in a Time of Crisis

wharton knowledge

What Contributes Most to Consumer Financial Distress?

April 9, 2020

Wharton real estate professor Benjamin Keys spoke with Knowledge@Wharton about research on what it means for policymakers who are trying to address the widening wealth gap in the United States.

Read More on What Contributes Most to Consumer Financial Distress?

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

See More Content

Use the filters below to see more market commentary, useful webcasts and financial guidance content.

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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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    Personalized Financial Guidance

    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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    Ways to Invest

    Citi offers a range of investment and insurance products and services that can help you work toward your financial goals. These products include individual stocks, fixed income and mutual funds, as well as more sophisticated offerings like alternative investments and structured products.

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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.

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