Liz Laprade on Market Forecasts: Cutting Through the Hype January 4, 2022 Economy and the Markets Liz Laprade, 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: One Chart That Sums Up Stocks in 2021 December 31, 2021 Investing Chart of the Week, Jeff DeMaso, stocks On the surface, 2021 was a smashing year for investors. Vanguard’s 500 Index fund gained nearly 27% (and that’s without including dividends) with barely a drawdown to speak of—the index fund spent all but two days at or within 5% of an all-time high. Historically, the index fund has dropped 14% or … Read Morekeyboard_arrow_right
Create or Revise Your Financial Plan December 31, 2021 Financial Planning 2022, financial planning, New Year As our chairman, Dan Wiener, likes to say: “You can’t put a price on a good financial plan, so we don’t.” In the year’s final financial planning update, we’re taking a step back from the specifics to reflect more broadly on our financial planning philosophy and how we implement it for our … Read Morekeyboard_arrow_right
Happy New Year from Steve Johnson: What a Long Strange Trip It’s Been December 31, 2021 Economy and the Markets 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
Chart of the Week: Will These Giants Stay Evergreen? December 27, 2021 Investing Chart of the Week, Jeff DeMaso, stocks The big just keep getting mind-bogglingly bigger. The six largest companies in the U.S.—Apple, Microsoft, Alphabet (Google), Amazon, Tesla and Facebook (now Meta)—make up more than a quarter of the stock market’s size. Since the low point of the pandemic market shock in March 2020, these companies have seen their collective capitalization … Read Morekeyboard_arrow_right
Four Tips for End-of-Year Tax-Planning December 23, 2021 Taxes Mistletoe and merrymaking mean the year is nearly over. With that in mind, we have four last-minute tax tips for you to consider before the ball dips and the calendar flips to 2022. Take advantage of charitable deductions: If you’re looking for ways to lower your 2021 tax bill, Read Morekeyboard_arrow_right
Liz Laprade: What the Stock Sell-Off Portends for Portfolios December 21, 2021 Economy and the Markets Liz Laprade, 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: Are Jobs Back? December 20, 2021 Investing Chart of the Week, Jeff DeMaso, stocks On the surface, the jobs market appears healthy, as the unemployment rate fell from 6.7% to 4.2% in 2021. However, a deeper dive reveals that millions of people have yet to return to the workforce. The employment-to-population ratio (a broad measure of the state of the jobs market) is still well below … Read Morekeyboard_arrow_right
Advanced Estate Planning: Passing Money to Heirs December 20, 2021 Financial Planning estate planning, financial planning Passing on wealth to family members and heirs is one of the primary objectives of the estate planning strategies we create for clients. And thanks to today’s tax code, there’s never been a more favorable time to do so. At present, you can give up to $16,000 each year ($32,000 if you’re … Read Morekeyboard_arrow_right
Steve Johnson on This Week’s Ground Shift on Wall Street December 17, 2021 Economy and the Markets 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
Liz Laprade: A Few Stocks Are Keeping the S&P 500 Afloat December 14, 2021 Economy and the Markets Liz Laprade, 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
Is the 4% Retirement Spending Rule Obsolete? December 13, 2021 Retirement 4% Rule, Andrew Busa, Retirement, Retirement Spending This week’s reader question is about retirement spending: Is the classic 4% rule still valid and how should I factor inflation into my retirement spending budget? Maybe, and yes. This ubiquitous retirement spending maxim, the “4% rule,” came into vogue in the 1990s. The financial planner who created it, William Bengen, examined historical … Read Morekeyboard_arrow_right