Today’s Market Takeaways: September 10, 2021 September 10, 2021 Economy and the Markets coronavirus, video Two Fed presidents are in the news this week for controversy over their trading activities. In Today’s Market Takeaways, Vice President Steve Johnson asks, even though the trading is legal, is it ethical?Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: September 7, 2021 September 7, 2021 Economy and the Markets coronavirus, video The August jobs report number came in way below expectations. In Today’s Market Takeaways, Research Analyst Liz Laprade covers what it could mean for the Fed’s accommodative monetary policy.Watch Nowkeyboard_arrow_right
5 Savvy Financial Moves for New Parents September 3, 2021 Financial Planning 30somethings, financial planning in your 30s, new parents Major life events can provide the impetus to create or revise your financial plan—and few events are bigger than welcoming a new child. Here are five action items to consider, whether you are a new parent, expecting or simply playing catch-up with your planning: Get your child a Social Security number. You’ll … Read Morekeyboard_arrow_right
Today’s Market Takeaways: September 3, 2021 September 3, 2021 Economy and the Markets coronavirus, video With the August employment report coming out today, we are watching for the labor participation rate. In Today’s Market Takeaways, Vice President Steve Johnson discusses if people are coming back to the workforce and what it means for economic recovery.Watch Nowkeyboard_arrow_right
Vanguard Launches New Active Management Options September 1, 2021 Adviser Fund Update active management, ESG Investing, restricted stock unit, vanguard Vanguard Launches New Active Management Options Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some … Read Morekeyboard_arrow_right
Today’s Market Takeaways: August 31, 2021 August 31, 2021 Economy and the Markets coronavirus, video Hurricane Ida has taken a toll on lives and infrastructure in numerous southern states. In Today’s Market Takeaways, Research Analyst Liz Laprade covers which industries were most impacted and how the storm could affect the overall economy.Watch Nowkeyboard_arrow_right
Financial Planning for Thirtysomethings August 27, 2021 Financial Planning 30somethings, financial planning in your 30s Say goodbye to canned tuna and ramen noodles and hello to the appearance of a gray hair or three: As you enter your 30s, your near-term responsibilities and long-term obligations expand. Starting a family, contemplating homeownership and earning enough money to consider investing all come with the territory. As … Read Morekeyboard_arrow_right
Today’s Market Takeaways: August 27, 2021 August 27, 2021 Economy and the Markets coronavirus, video In Today’s Market Takeaways, Vice President Steve Johnson discusses what it means for the economy if the Fed raises interest rates.Watch Nowkeyboard_arrow_right
Groundhog Day for the Reopening Trade? August 26, 2021 Investing COVID-19, delta variant, Pandemic, reopening trade by Charlie Toole, Vice President and Portfolio Manager The S&P 500 has hit a series of new highs—but the view from above doesn’t tell the ongoing reopening trade story. The index’s gains have been driven by large technology and communication stocks; meanwhile, many other companies in the index … Read Morekeyboard_arrow_right
Today’s Market Takeaways: August 24, 2021 August 24, 2021 Economy and the Markets coronavirus, video CNBC released the results of an investment survey yesterday. Research Analyst Liz Laprade reports on what the survey concluded about the investing behaviors of different generations and how younger investors influence the markets.Watch Nowkeyboard_arrow_right
Climate Change and Your Portfolio August 22, 2021 Investing Climate Change, ESG Investing, Socially Responsible Investing, Weekly Question This week’s reader question: How should I factor climate change into my investment strategy? How does Adviser Investments manage this portfolio risk? Climate change is a consideration for many investment managers, including us. But after evaluating the findings in the United Nations report released last week, it’s safe to say … Read Morekeyboard_arrow_right
Financial Planning in Your 20s August 20, 2021 Financial Planning financial planning, planning in your 20s Is youth really wasted on the young? Not necessarily. Our 20s are a time of opportunity—advancing our education, starting a career, carving out a place in the world and perhaps finding someone to share it with. Far from wasted, our youth is when many of us establish the financial routines that form … Read Morekeyboard_arrow_right