Today’s Market Takeaways: July 16, 2021 July 16, 2021 Economy and the Markets coronavirus, video Investors are uneasy this week due to some volatility. Vice President Steve Johnson discusses this and Apple’s market cap in Today’s Market Takeaways.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: July 13, 2021 July 13, 2021 Economy and the Markets coronavirus, video The June CPI (Consumer Price Index) reading was higher than expected. In Today’s Market Takeaways, Research Analyst Liz Laprade discusses why she thinks inflation in commodities is transitory but is unsure about costs for services.Watch Nowkeyboard_arrow_right
Bond Market Q2 Review & Q3 Outlook 2021 July 13, 2021 Investing coronavirus, managed bonds What a difference a quarter makes! The Aggregate Bond index produced a positive return of 1.83% in Q2, and both momentum and performance in the bond market changed for the better. Just three months ago, bond investors had been rattled by the worst quarterly performance in decades, with the index dropping 3.37%. … Read Morekeyboard_arrow_right
Financial Lessons From the Pandemic July 12, 2021 Financial Planning Budgeting, debt, financial planning, Pandemic, Saving This week’s reader question is about financial planning priorities: What are the most pressing financial planning themes we need to be thinking about coming out of the pandemic? I often joke that it’s my job as a financial planner to poke holes in a client’s financial plan. I want to ensure … Read Morekeyboard_arrow_right
Today’s Market Takeaways: July 9, 2021 July 9, 2021 Economy and the Markets coronavirus, 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
Federal Reserve 101: Tools for Fighting Inflation July 7, 2021 Adviser Fund Update federal reserve, FINRA, inflation, robinhood Federal Reserve 101: Tools for Fighting Inflation With inflation fears dominating the financial news, you’ve probably been hearing a lot about the Federal Reserve. And if you’ve been wondering what exactly the central bank is, and how it functions as a key player in the U.S. and global economy, you’re not … Read Morekeyboard_arrow_right
Reverse Mortgages—Myths Versus Reality July 2, 2021 Financial Planning financial planning, real estate, reverse mortgages Reverse mortgages garner quite a bit of attention from the media—much of it negative. But that’s not the whole story. We’re going to separate the myths from the facts. First, let’s define our terms: A reverse mortgage is a loan that allows you to access a portion of the equity in your … Read Morekeyboard_arrow_right
Today’s Market Takeaways: July 2, 2021 July 2, 2021 Economy and the Markets coronavirus, video For the first time since the 1950s, the S&P 500 is up for the 5th consecutive quarter. In Today’s Market Takeaways, Vice President Steve Johnson covers the favorable market environment for the second half of the year and provides advice for risk awareness.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: June 29, 2021 June 29, 2021 Economy and the Markets coronavirus, video A lot going on in equity and crypto markets Monday. In Today’s Market Takeaways, Research Analyst Liz Laprade covers what’s behind the S&P 500, Bitcoin and ARKK all on the rise.Watch Nowkeyboard_arrow_right
Are REITs Better Than Bonds? June 28, 2021 Investing bonds, fixed-income, inflation, interest rates, REITs This week’s reader question takes us into the realm of income-producing investments: Are REITs a good alternative to bonds in the current market? Are they a safe and solid investment overall? REITs can certainly be a sound investment, but they are not an apt bond replacement in a diversified portfolio. … Read Morekeyboard_arrow_right
Annuities 101 June 27, 2021 Investing annuities They aren’t for everyone, but rising interest rates are making annuities look more attractive for a subset of investors and others seeking retirement income. Let’s begin with the basics: At its core, an annuity is an agreement you make with an insurance company where you pay them and then they pay you … Read Morekeyboard_arrow_right
Today’s Market Takeaways: June 25, 2021 June 25, 2021 Economy and the Markets coronavirus, video Seems like we're seeing new highs every day in the market. In Today's Market Takeaways, Vice President Steve Johnson analyzes the S&P 500's recent gains and provides a word of caution amidst the favorable state of the markets. If you have questions for Steve, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right