Straight Forward Financial Advice From Experienced Investors
You’ve heard the names: Traditional IRA, Roth IRA, 401(k), brokerage account, health savings account. But which is the right one for you and your retirement plan? In this lively conversation, Vice President Rick Winters and Senior Financial Planner Andrew Busa …
We often hear from clients who want to know how their hard-earned investment gains will withstand economic crises in the U.S. and around the world. Equity Research Analyst Kate Austin discussed this topic in our recent quarterly webinar*: 2020 Conflicts—Impeachment, Tariffs & Global Dysfunction. Please enjoy the …
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 …
Valentine’s Day is more than a chance to celebrate your significant other in words, flowers and gifts. It’s also a fine time to prove your love with action through, yes, financial planning. While you may or may not find investing and financial planning particularly romantic, we think they set the …
Are bonds still worth holding in your portfolio given how low rates are heading into 2020? Chief Investment Officer Jim Lowell and Vice President Steve Johnson discussed the valuable role bonds play for diversified investors in our recent quarterly webinar*: 2020 Conflicts—Impeachment, Tariffs & Global Dysfunction. …
A Straightforward Guide to Preparing and Settling an Estate
In the fourth quarter, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s off year, Chief Investment Officer Jim Lowell explained why we’ll continue to overweight health care stocks in our recent quarterly webinar*: 2020 Conflicts—Impeachment, Tariffs & Global Dysfunction. …
You can’t let emotions interfere with important investment decisions, and few topics these days arouse such spirited passions as politics heading into the 2020 election. Chief Investment Officer Jim Lowell discussed investing amid political unknowns in our recent quarterly webinar*: 2020 Conflicts—Impeachment, Tariffs & Global Dysfunction. …
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 …
The U.S. stock market has had a remarkable run of gains over the last decade, leading many to question what we should expect from the markets in the years ahead. Equity Research Analyst Kate Austin discussed our 2020 market outlook in our recent quarterly webinar*: 2020 Conflicts—Impeachment, Tariffs & …
In this issue: Fidelity Adds Fractional Shares 529 Plans Reviewed The Adviser You Can Talk To Podcast: Maximizing Your Employee Benefits State Street to Pressure Companies to Meet ESG Standards
Fidelity is …
Common Misconceptions About Buybacks and How They Impact Your Portfolio
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 …
We’re constantly assessing the bevy of economic reports released each week for signs of weakness. Chief Investment Officer Jim Lowell and Vice President Steve Johnson discussed their approach to data analysis in our recent quarterly webinar*: 2020 Conflicts—Impeachment, Tariffs & Global Dysfunction. Please enjoy the excerpt below and
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