Straightforward Financial Advice From Experienced Investors
Debt isn’t a dirty word—far from it. In fact, borrowing money and carrying some debt can help you establish a credit history and reach longer-term financial goals like buying a car or owning a home. The important part of debt management is planning: Are you tracking it and do you have a …
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_rightAfter the best 12 months for the S&P 500 in more than 60 years through March 31, 2021, are stocks overvalued? And why has the health care sector failed to participate in robust gains? Research Analyst Liz Laprade looked at current valuations and health care companies in our recent webinar,* Read More keyboard_arrow_right
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_rightOn Thursday, April 22, markets abruptly sold off on news that President Biden was considering raising capital gains taxes on investors in the highest tax bracket. Was this knee-jerk response merited? Chief Investment Officer Jim Lowell looked at the potential impact of a capital gains tax hike in …
Read More keyboard_arrow_rightThis week’s reader question is about global stocks: What is your thinking on investing in international stocks? Will slower vaccine deployment abroad have an impact on valuations? Josh Jurbala, Quantitative Investments Manager, had this to say: We’ve been asked this a lot lately. The question is a smart one because you’re focusing …
Read More keyboard_arrow_rightLast week, we talked about supporting causes you care about through charitable giving while reducing your tax bill at the same time. We also discussed “bunching” two or three years of charitable gifts to increase your tax savings. This week we’ll suggest four smart (and strategic) ways to give …
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_rightIn our newest Today's Market Takeaways video, Research Analyst Liz Laprade shares her perspective on the themes and events that drove today’s market activity. If you have questions for Liz, please send them to info@adviserinvestments.com. …
Watch Now keyboard_arrow_rightCharitable giving is one of the best ways to leave a legacy or support a worthy cause. Those are reasons enough to give, but as wealth managers, we also appreciate that donating to charities can reduce your tax bill—and you still have three weeks until the extended May 17 filing date. When …
Read More keyboard_arrow_rightIn Today’s Market Takeaways, Vice President Steve Johnson shares his thoughts on yesterday’s market downturn and discusses a certain sector you may want to add to your investment portfolio. If you have questions for Steve, please send them to info@adviserinvestments.com. …
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