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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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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 less patient and has moved in advance of the results.

Read More on Washington Watch: The Nation Waits…   |   Visit 2020 Elections Hub

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monthly market snapshot

More Trick Than Treat in October

October 2020

Globally, stocks tumbled in September as investors sought clarity from Washington and reassessed the path of COVID-19. In the United ...

Read More on More Trick Than Treat in October

webcast

November 5, 2020

What will the results of the U.S. election mean for financial markets, the economy, and your personal finances? Shawn Snyder, Head of ...

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investing

Giving Your Money a Checkup: Rebalancing Your Portfolio

September 2020

Learn the basics of when and how to rebalance your portfolio.

Read More on Giving Your Money a Checkup: Rebalancing Your Portfolio
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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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couple mountain climbing

monthly market snapshot

More Trick Than Treat in October

October 2020

Globally, stocks tumbled in September as investors sought clarity from Washington and reassessed the path of COVID-19. In the United States, the S&P 500 fell by 3.9% in the month, but still closed the third quarter 8.5% higher.

Read More on More Trick Than Treat in October

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 less patient and has moved in advance of the results.

Read More on Washington Watch: The Nation Waits…

webcast

November 5, 2020

What will the results of the U.S. election mean for financial markets, the economy, and your personal finances? Shawn Snyder, Head of Investment Strategy, Citi Personal Wealth Management, and Bill Rys, Managing Director of Federal Government Affairs, Citigroup, will offer their insights.

the white house lit up at night

market outlook

Washington Watch: The Path to the Presidency

October 14, 2020

The path to the U.S. presidency is a long and arduous one. With the U.S. election on November 3rd quickly approaching, uncertainty remains elevated.

Read More on Washington Watch: The Path to the Presidency Download Election Outlook 2020 (PDF)

Financial Planning

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investing

Giving Your Money a Checkup: Rebalancing Your Portfolio

September 2020

Learn the basics of when and how to rebalance your portfolio.

Read More on Giving Your Money a Checkup: Rebalancing Your Portfolio

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personal finance

What About an Emergency Fund?

September 2020

Get ideas on how much you should set aside for a financial emergency and sources of funds to tap into.

Read More on What About an Emergency Fund?

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trust & estate planning

What to Do After a Loved One Dies: 3 Important Steps to Follow

September 2020

With death comes grief and, as a result, it is easy to make mistakes and miss crucial details after the loss of a loved one. Here are some key items to keep in mind when it comes to death and finances.

Read More on What to Do After a Loved One Dies: 3 Important Steps to Follow

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retirement planning

7 Ways You Might Think About Boosting Retirement Income and Maximizing Savings

September 2020

If you need more income, consider seven ways to try to boost your income and maximize savings.

Read More on 7 Ways You Might Think About Boosting Retirement Income and Maximizing 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 planning 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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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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