Can You Retire on $500K Plus Social Security? May 25, 2022 Financial Planning financial planning, Retirement Spending, social security Taxes are already complicated. Add gift and inheritance taxes to the mix and it can leave you and your loved ones feeling overwhelmed.Read Morekeyboard_arrow_right
Riding the Direct Indexing Wave May 25, 2022 Adviser Fund Update bear market, bull market, direct indexing, Fidelity, index funds, vanguard Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right
Chart of the Week: Bulls Outrun Bears May 23, 2022 Economy and the Markets bear market, bull market, Chart of the Week, Jeff DeMaso, S&P 500 The S&P 500 index dodged bear country today, but I think we can all agree that it’s felt like a done deal for weeks. While bear markets are challenging, one way I “bear” them is by not thinking of them as punishment. Bear markets are the fare we pay to ride the … Read Morekeyboard_arrow_right
All About 529 Accounts May 23, 2022 Financial Planning 529 plans, college savings, financial planning May 29 is (almost) here and we thought we’d take the opportunity to discuss some of the benefits of the other 5/29—529 education 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 Morekeyboard_arrow_right
The Wall Street Inflation Debate May 20, 2022 Today's Market Takeaways video Join Vice President and Portfolio Manager Steve Johnson for his perspective on the themes and events that drove today’s market activity. If you have questions for Steve, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
How Income Affects Social Security Benefits May 17, 2022 Financial Planning financial planning, social security Navigating the world of Social Security can be confusing. We hear from clients all the time asking how different income types impact their Social Security benefits. To understand how income affects Social Security, it’s important to differentiate between the Social Security Administration’s (SSA) four programs, because your income has a different impact … Read Morekeyboard_arrow_right
The Enduring Benefits of Bonds May 17, 2022 Today's Market Takeaways video In our newest Today's Market Takeaways video, Research Analyst Liz Laprade shares her perspective on the themes and events that will drive market activity this week. If you have questions for Liz, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Chart of the Week: How Common Are Stock Market Drawdowns? May 16, 2022 Economy and the Markets Chart of the Week, Jeff DeMaso, market drawdowns, S&P 500, stock market, stocks While investing in the stock market has been rewarding over time, it often doesn’t feel that way. And it’s no wonder—if we measure from prior highs, the S&P 500 index has spent almost half of the time down 5% or more from its peak over the last four-plus decades. Here are the … Read Morekeyboard_arrow_right
Crypto: Making a Play for Your 401(k) May 15, 2022 Retirement 401(k), bitcoin, Jeff DeMaso, Weekly Question This week’s reader question: Does bitcoin belong in my 401(k) portfolio? This has been a hot topic since Fidelity announced it was queuing up to allow companies to include bitcoin in their 401(k) plans. The Department of Labor—which regulates 401(k) plans—has cast shade on the idea. Nonetheless, company boards are weighing … Read Morekeyboard_arrow_right
Emergency Fund Fundamentals May 13, 2022 Investing for Life Budgeting, emergency fund, financial planning The cornerstone of a strong financial foundation is a solid emergency fund. Let’s face it, life throws us all a curveball on occasion.Read Morekeyboard_arrow_right
Crypto Carnage and Excessive Selling May 13, 2022 Today's Market Takeaways video Join Vice President and Portfolio Manager Steve Johnson for his perspective on the themes and events that drove today’s market activity. If you have questions for Steve, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Your Bond Questions Answered May 11, 2022 Investing bond funds vs. bonds, bonds, fed funds rate, federal reserve, inflation Concerns about the state of the bond market abound—with good reason. This is the worst start to a year for bonds in decades. In our recent webinar, Pain, Promise and the Future of Fixed Income (click here to watch the replay), I addressed the state of fixed-income affairs. Since then, … Read Morekeyboard_arrow_right