The Debt-Ceiling Debate February 14, 2023 Economy and the Markets debt ceiling, Treasury bonds, video Senior Research Analyst Liz Laprade takes another look at the debate around the debt-ceiling after the U.S. reached its borrowing limit.Watch Nowkeyboard_arrow_right
The Basics of Inherited IRAs February 14, 2023 Estate Planning Manager of Financial Planning Andrew Busa explains changes to the rules surrounding Inherited IRAs following the passing of the SECURE Act.Watch Nowkeyboard_arrow_right
Chart of the Week: What Is the Best Inflation Hedge? February 14, 2023 Economy and the Markets Charlie Toole, Chart of the Week, inflation With inflation rates were at generational highs and stocks dropping, investors had the same question: What is the best inflation hedge? Read Morekeyboard_arrow_right
New FAFSA Rules For 2023 February 9, 2023 Financial Planning In our latest Adviser Takeaway video, Wealth Adviser Diana Linn shares her expert perspective on the financial planning news and trends that matter to you. If you have questions for Diana or the Adviser team, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
What Is Fed Chair Powell’s View on the Current Economy? February 8, 2023 Economy and the Markets video In our newest Today's Adviser Takeaways video, Senior 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
Pay Off Mortgage or Invest? February 8, 2023 Financial Planning financial planning, home equity If you’re contemplating whether to pay off your mortgage or invest the extra money, consider these two factors.Read Morekeyboard_arrow_right
Chart of the Week: Are Bonds Back? February 6, 2023 Economy and the Markets bonds, Chart of the Week, Chris Keith, managed bonds We could see a potential government shutdown later in the year, wherein federal agencies are forced to cease all nonessential functions.Read Morekeyboard_arrow_right
Don’t Get Hit With an Alternative Minimum Tax Surprise February 2, 2023 Financial Planning alternative minimum tax, financial planning, tax planning, video Andrew Busa defines the Alternative Minimum Tax and explains its intricacies before the Tax Cuts and Jobs Act expires in 2025.Watch Nowkeyboard_arrow_right
How to Prepare for a Recession if You Are Retired February 2, 2023 Retirement Retirement Planning Learn how to prepare for a recession if you are retired, including making these three smart financial moves.Read Morekeyboard_arrow_right
Liz Laprade on the Bond Market, the Debt Ceiling and More January 31, 2023 Economy and the Markets bond market, debt ceiling, video Senior Research Analyst Liz Laprade analyzes how investor optimism and the debt ceiling debate could reverse the recent bond market rally.Watch Nowkeyboard_arrow_right
Chart of the Week: Can Foreign Currency Changes Boost Investment Returns? January 30, 2023 Economy and the Markets Brett Miller, Chart of the Week, currency, foreign stocks We could see a potential government shutdown later in the year, wherein federal agencies are forced to cease all nonessential functions.Read Morekeyboard_arrow_right
Signal From Static: Inflation Fears Roar Back (in the Discourse, That Is) January 30, 2023 Investing CPI, Dan Wiener, inflation, Supercore, transitory When inflation is high or there's turmoil in the markets, pundits pushing gold yell louder, ignoring the disadvantages of investing in gold. Read Morekeyboard_arrow_right