Roth 401(k) vs. Traditional 401(k) Contributions April 8, 2021 Retirement 401(k), legacy planning Everybody knows that you should save for retirement—how you should save is where it gets confusing. We can clear up one common puzzler right now: The difference between a Roth 401(k) and a traditional 401(k). Both are designed to help you save for your retirement. What distinguishes them is how they're … Read Morekeyboard_arrow_right
Today’s Market Takeaways: April 6, 2021 April 6, 2021 Economy and the Markets coronavirus, video In Today’s Market Takeaways, Research Analyst Liz Laprade discusses which companies and sectors stand to profit if President Biden’s $2.3 trillion infrastructure spending bill is passed. If you have questions for Liz, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: April 1, 2021 April 1, 2021 Economy and the Markets coronavirus, video Last night, President Biden introduced a $2 trillion infrastructure plan. Vice President Steve Johnson covers the details and possible implications in Today’s Market Takeaways. If you have questions for Steve, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Fidelity Plans to Launch Bitcoin ETF March 31, 2021 Adviser Fund Update Fidelity Plans to Launch Bitcoin ETF Fidelity Investments filed a preliminary registration statement with the SEC last week to launch an exchange-traded fund that tracks the price of Bitcoin. The ETF would be called the Wise Origin Bitcoin Trust, with Fidelity Digital Assets serving as custodian. Share prices … Read Morekeyboard_arrow_right
Today’s Market Takeaways: March 30, 2021 March 30, 2021 Economy and the Markets coronavirus, video Share prices of some big China tech companies and U.S. media conglomerates plummeted at the end of last week. In Today’s Market Takeaways, Research Analyst Liz Laprade covers the Archegos hedge fund debacle responsible for the decline. If you have questions for Liz, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Planning in Your 50s: Streamlining March 26, 2021 Investing From your first checking account to your current 401(k) plan, by the time you reach your 50s, you may have opened accounts with numerous financial institutions. But if you’re like most people, you may not have closed nearly as many. When we begin the financial planning process for our clients and see … Read Morekeyboard_arrow_right
Today’s Market Takeaways: March 26, 2021 March 26, 2021 Economy and the Markets coronavirus, video The S&P 500 is close to an all-time high, Intel announced they are building two new plants in Arizona and we’re seeing the best job numbers since the pandemic began. In Today’s Market Takeaways, Vice President Steve Johnson discusses these and other “green lights” for economic recovery.Watch Nowkeyboard_arrow_right
Your Question Answered: The Latest Stimulus March 23, 2021 Economy and the Markets This week’s reader question is about the American Rescue Plan (ARP) Act of 2021: What elements of the new relief package should individuals be aware of that may impact portfolios and financial plans? The ARP is an ambitious piece of legislation aimed at speeding up the economic recovery and the distribution … Read Morekeyboard_arrow_right
Today’s Market Takeaways: March 23, 2021 March 23, 2021 Economy and the Markets coronavirus, video A bill is being reintroduced in the House that would allow cannabis companies access to major banks. With this bill in question and New York being close to legalization, is now the time to invest in cannabis companies? Research Analyst Liz Laprade breaks down the details in Today’s Market Takeaways.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: March 19, 2021 March 19, 2021 Economy and the Markets coronavirus, video Yesterday we saw the 10-Year Treasury yield rise to 1.76%—sparking a sell-off in the tech-heavy NASDAQ. Vice President Steve Johnson shares his reasoned perspective in Today’s Market Takeaways.Watch Nowkeyboard_arrow_right
The Latest Stimulus Package: What You Need to Know March 17, 2021 Adviser Fund Update The Latest Stimulus Package: What You Need to Know On March 11, President Biden signed the expansive $1.9 trillion American Rescue Plan (ARP) into law. Broadly speaking, the relief legislation is intended to speed up the economic recovery and hasten the distribution of vaccines. So what does the latest fiscal stimulus … Read Morekeyboard_arrow_right
Today’s Market Takeaways: March 16, 2021 March 16, 2021 Economy and the Markets coronavirus, video A digital artist sold an NFT for $69 million last week. In Today’s Market Takeaways, Research Analyst Liz Laprade explains NFTs (non-fungible tokens) and considers if they could be a good investment.Watch Nowkeyboard_arrow_right