Investing for Life
This week’s reader question is about future tax hikes: What does the Biden tax plan mean for investors? Should I be making changes to my financial plan or portfolio at this point? Vice President of Wealth Services Patrick Carlson had this to say... The first thing to remember is that all the …
Read More keyboard_arrow_rightA recent study showed that 87% of survey responders expressing concern about inflation. Is inflation something investors should worry about? Director of Research Jeff DeMaso discussed his inflation outlook in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy the excerpt below and Read More keyboard_arrow_right
We’ve made no secret of our overweight allocation to health care compared to the S&P 500. How should investors react when the sector is slumping, as it has been of late? Chairman Dan Wiener discussed the state of the health care industry and our approach to it in our recent webinar,* Read More keyboard_arrow_right
Months of horse-trading remain before a legislative package on infrastructure comes out of Capitol Hill, but we’re already hard at work analyzing what it could mean for numerous market sectors. Director of Research Jeff DeMaso explained how infrastructure spending casts a wide net in our recent webinar,* Inflation, …
Read More keyboard_arrow_rightShould investors try to replace the return on long-term bonds in a low-rate environment? Do bonds still have a role in a diversified portfolio? Chairman Dan Wiener discussed the state of the bond market in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy …
Read More keyboard_arrow_rightAn infrastructure package would cast a wide net across the U.S. markets. Will it affect investments beyond our shores? Chief Investment Officer Jim Lowell delved into the wide-ranging impact of infrastructure spending in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy the excerpt …
Read More keyboard_arrow_rightHas the pandemic-era bull run in the markets been propped up by easy money? Are the markets likely to face headwinds after the initial impact of stimulus wears off? Chief Investment Officer Jim Lowell provided his forecast in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New …
Read More keyboard_arrow_rightWhat’s likely to happen to interest-rate-sensitive investments like dividend-paying stocks and state and municipal bonds when inflation rises? Vice President Charlie Toole looked at the implications in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy the excerpt below and click …
Read More keyboard_arrow_rightFor the second time in less than five years, Bitcoin has seen its price skyrocket amid massive volatility. And there’s more to the crypto market than Bitcoin alone; China is even said to be considering creating its own digital currency. Research Analyst Liz Laprade examined the latest developments in crypto during our …
Read More keyboard_arrow_rightWith the Fed keeping rates near zero for the foreseeable future and trillions of dollars of stimulus payments floating through the economy, is the inflation hammer about to fall? Vice President Charlie Toole spoke about where inflation may be headed in our recent webinar,* Inflation, Inoculation and Infrastructure: …
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