Straightforward Financial Advice From Experienced Investors
Is college on the horizon for your kids or grandkids? Then you need to know about some important updates to the Free Application for Federal Student Aid (FAFSA). If this is a new acronym for you, FAFSA is the main form you’ll use to apply for student financial aid. The recent revisions were …
Read More keyboard_arrow_righthis week, we saw one of the highest inflation readings in over 10 years. In Today’s Market Takeaways, Vice President Steve Johnson covers the bond market, technology sector and the inflation debate. If you have questions for Steve, please send them to info@adviserinvestments.com. …
Watch Now keyboard_arrow_rightThe FDA approved a new Alzheimer's drug for the first time in nearly 20 years, but it's not without some controversy. Research Analyst Liz Laprade explains the implications for the health care and biotech sectors in Today’s Market Takeaways. If you have questions for Liz, please send them to info@adviserinvestments.com. …
Watch Now keyboard_arrow_rightTrusts can be a great tool to protect your assets and transfer wealth to family members and charitable causes. But the efficacy of a trust depends largely on how well it’s managed. For a revocable or living trust (where assets remain in your control and terms can be altered), …
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A Straightforward Guide to Preparing and Settling an Estate
This week, we saw a return of the so-called “meme stocks.” Vice President Steve Johnson discusses what is fueling the speculation in Today’s Market Takeaways. If you have questions for Steve, please send them to info@adviserinvestments.com. …
Watch Now keyboard_arrow_rightThis 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_rightChina's stock market is struggling year-to-date. In Today’s Market Takeaways, Research Analyst Liz Laprade covers what is dragging it down and if there’s reason to avoid investing there. If you have questions for Liz, please send them to info@adviserinvestments.com. …
Watch Now keyboard_arrow_rightMay 29 is here (almost) and we thought we’d take the opportunity to discuss some of the benefits of the other 5/29—529 educational savings accounts. 529 plans are tax-advantaged investment accounts designed to help you save for tuition and expenses related to private K–12 and higher education. Anyone can open a 529 …
Read More keyboard_arrow_rightIn Today’s Market Takeaways, Vice President Steve Johnson covers how Engine 1, a small activist hedge fund with a 0.02% position in Exxon Mobil, won two seats on Exxon’s board–a major victory in the socially responsible investing world. If you have questions for Steve, please send them to info@adviserinvestments.com. …
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Bitcoin is going through one of its most volatile price swings. In Today’s Market Takeaways, Research Analyst Liz Laprade considers if this is the end of the Bitcoin rally and explains why Elon Musk, Chinese officials and a crypto conference are responsible for the volatility. If you have questions for Liz, please …
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