Straightforward Financial Advice From Experienced Investors
In this issue: ‘Tis the (Distribution) Season Podcast: Should You Refinance Your Mortgage Now? AI Special Report: Making the Most of Your Charitable Giving Adviser Investments’ Market Takeaways
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 Now keyboard_arrow_rightThanksgiving around the corner means the year is nearly over. With that in mind, we have five tax tips for you to consider before the calendar flips to 2021. Take Advantage of Charitable Deductions: If you are looking for ways to lower your 2020 taxes through deductions, Read More keyboard_arrow_right
In our newest Today’s Market Takeaways, Vice President and Portfolio Manager Steve Johnson discusses the factors driving market uncertainty this week: Secretary Mnuchin’s move to cut some of the Fed’s emergency programs, rising COVID-19 cases and political gridlock. …
Watch Now keyboard_arrow_rightIn 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. …
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A Straightforward Guide to Preparing and Settling an Estate
What metrics can investors use to understand how the overall market is doing when a small number of companies are really outperforming? Portfolio Manager Charlie Toole explained why he looks at equally weighted market indexes in our recent webinar,* Looking Beyond the Election to the Recovery’s …
Read More keyboard_arrow_rightWe’ve heard growing concerns from clients about the size of the U.S. budget deficit curtailing the economic recovery. Chief Investment Officer Jim Lowell responded to this concern in our recent webinar,* Looking Beyond the Election to the Recovery’s Future. Please enjoy the excerpt below and Read More keyboard_arrow_right
Turning 50 is momentous for so many reasons—including the extra boost you can provide to your retirement savings. The Internal Revenue Service (IRS) allows investors to contribute to tax-advantaged retirement accounts up to a specified limit per calendar year. In 2020, that limit is $6,000 to individual retirement accounts (IRAs) …
Read More keyboard_arrow_rightJoin 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 Now keyboard_arrow_rightIs it still worth holding bonds with interest rates as low as they are? Portfolio Manager Charlie Toole discussed our view on bonds in a low-rate environment in our recent webinar,* Looking Beyond the Election to the Recovery’s Future. Please enjoy the excerpt below and Read More keyboard_arrow_right
In this issue: Eight Vanguard Money Market Funds Reported Incorrect Yields A Surge in Value? Election Analysis: Our Latest Podcasts Adviser Investments’ Market Takeaways
In Today’s Market Takeaways, Research Analyst Liz Laprade discusses surprising returns in sectors such as industrials and energy, considers previous COVID-19 trends and debates whether these gains are sustainable. …
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