Straight Forward Financial Advice From Experienced Investors
Social Security is a complex topic. While you may understand the basics (like when to file and the family benefits you may be entitled to), you might still be left wondering about how to claim benefits, taxes and more. Here’s a sample of some the most frequently asked …
In the weeks between Thanksgiving and Christmas last year, U.S. consumers shelled out a record $850 billion at stores—both brick-and-mortar and online. After factoring in 2019’s continued income gains and an economy that’s averaged 167,000 new jobs every month (despite economists’ contentions that we were already at “full employment”), we …
In This Issue: Vanguard Slashes Expenses on 15 Index ETFs Webinar Replay: Impeachment and Trade War New Podcast: All About Roth IRAs Managing Responsibilities Upon the Loss of a Loved One
The limbo …
Thanksgiving around the corner means that the year is nearly over, so we’re outlining five end-of-year tax planning tips to consider before the calendar flips to 2020. Take Advantage of Charitable Deductions: If you can lower your taxes by taking deductions in 2019, charitable contributions are a popular way …
In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt …
We often hear from clients who want to know how their hard-earned investment gains will withstand market corrections. Chief Investment Officer Jim Lowell discussed this topic in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and click here for the full webinar …
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 Vice President Charlie Toole discussed key trends he’s seeing in our recent quarterly webinar*: Investing Through Impeachments and Trade …
Interest rates—along with economic data and earnings reports—are one of the three key factors that actually matter when it comes to where the market may be headed. Chief Investment Officer Jim Lowell and Vice President Charlie Toole discuss their expectations for the direction of interest rates, inflation and the bond …
Thankfully, there’s very little historic data about how markets have performed during past impeachment processes. Chief Investment Officer Jim Lowell discussed his approach to investing in the event of impeachment and whether it will boost a non-traditional candidate in 2020 in our recent quarterly webinar*: Investing Through Impeachments and …
Last week, we talked about the combined benefits of supporting a cause you care about through charitable giving while reducing your tax bill at the same time. We also discussed a strategy of “bunching” two or three years of charitable gifts to increase your tax savings. This week, we’re …
A Straightforward Guide to Preparing and Settling an Estate
A seasonal chill is already in the air, and for investors that means preparing for a hit to the wallet: Year-end distributions are almost upon us. And with the market’s strong surge in the past year, that’s likely to mean capital gains for many. Distributions are the accumulated income generated …
If you’ve been reading financial news recently you couldn’t escape the tumultuous drama of office space-sharing company WeWork. In a matter of weeks the company filed for an IPO, withdrew it, fired its once-visionary CEO, nearly went bankrupt and was finally rescued by an emergency multi-billion-dollar bailout from its largest …
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