Investing for Life
After the best 12 months for the S&P 500 in more than 60 years through March 31, 2021, are stocks overvalued? And why has the health care sector failed to participate in robust gains? Research Analyst Liz Laprade looked at current valuations and health care companies in our recent webinar,* Read More keyboard_arrow_right
On Thursday, April 22, markets abruptly sold off on news that President Biden was considering raising capital gains taxes on investors in the highest tax bracket. Was this knee-jerk response merited? Chief Investment Officer Jim Lowell looked at the potential impact of a capital gains tax hike in …
Read More keyboard_arrow_rightPlease note: This update was prepared on Friday, April 30, 2021, before the market’s close. It was a great week for the economy and corporate earnings. It was a so-so week for the stock market. Investors had no lack of data or current events to respond to as President Biden laid out …
Read More keyboard_arrow_rightPlease note: This update was prepared on Friday, April 23, 2021, before the market’s close. From vaccines to variants, from inflation to infrastructure, and from SPACs to NFTs, investors have had no lack of issues to contend with as the year has progressed—and it’s only April! …
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Helping You Answer and Prepare For Life’s Big Questions
Please note: This update was prepared on Friday, April 16, 2021, before the market’s close. Whether you’re talking Taylor Swift or Wall Street, records continue to be broken. While Swift snapped a half-century-old record held by The Beatles for the fastest run of three number-one albums in the U.K., the Dow Jones …
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