Investing for Life - Adviser Investments

Straight Forward Financial Advice From Experienced Investors

Investing for Life

Earnings Trends’ Impact on Stock Prices

February 14, 2020

We focus less on Wall Street analysts’ earnings estimates and more on what corporate leaders actually say about their current business and future expectations. Chief Investment Officer Jim Lowell and Equity Research Analyst Kate Austin discussed where earnings are headed and the correlation between earnings and stock prices in our …

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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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Is Your Umbrella Open?

February 7, 2020

When unexpected storm clouds roll in to your life, you don’t want to be caught without an umbrella. Insurance plays a critical role in protecting you from getting drenched. A robust wealth plan requires having more than the bare minimum coverage. That’s why we typically discuss how to extend insurance …

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Special Report

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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When Will the Bull Market End?

February 4, 2020

We’re more than a decade into a bull market, and coming off of 2019’s remarkable returns, we’re hearing from clients who are understandably concerned about whether the good times will continue to roll. Chief Investment Officer Jim Lowell discussed politics and the Fed in our recent quarterly webinar*: 2020 …

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