Today’s Market Takeaways: January 5, 2021 January 5, 2021 Economy and the Markets coronavirus, video 2020 was a year for the history books. In Today’s Market Takeaways, Research Analyst Liz Laprade highlights what stood out most to her in the markets this year and reveals what she is paying attention to in 2021.Watch Nowkeyboard_arrow_right
How Our Planning Service Helps You December 31, 2020 Financial Planning In the year’s final entry, 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 clients. Understanding your destination. Before we start on your plan, we first spend time getting to know your goals and where you are … Read Morekeyboard_arrow_right
4 Things to Consider When Choosing a Trustee December 24, 2020 Estate Planning tax planning Trusts can be a great way to protect your assets and transfer wealth to family members and charitable causes. But it’s how those trusts are managed that really determines their efficacy. To ensure your intentions are honored, you’ll need to make sure you select the right trustee—someone trustworthy, … Read Morekeyboard_arrow_right
Regulators Descend on Robinhood December 23, 2020 Adviser Fund Update Regulators Descend on Robinhood The legend: Robin Hood famously steals from the rich to give to the poor. Today’s less chivalrous version: Robinhood is an app that encourages young, inexperienced investors to trade stocks in part to line its own pockets. The pandemic has forced us all to pick up … Read Morekeyboard_arrow_right
Today’s Market Takeaways: December 22, 2020 December 22, 2020 Economy and the Markets coronavirus, video Bitcoin has been a hot topic lately. Will it ever replace gold? In Today’s Market Takeaways, Research Analyst Liz Laprade lays out the similarities and differences between the cryptocurrency and gold.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: December 18, 2020 December 18, 2020 Economy and the Markets coronavirus, video As 2020 wraps up, Vice President Steve Johnson predicts that the markets will end the year on a positive note and shares his wish list for 2021.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: December 15, 2020 December 15, 2020 Economy and the Markets coronavirus, video China's stock market is up some 20% this year, but down about 2.5% in December. In Today’s Market Takeaways, Research Analyst Liz Laprade discusses how an executive order signed by President Trump last month could be negatively impacting Chinese markets.Watch Nowkeyboard_arrow_right
5 Financial Tips for New Parents December 11, 2020 Investing for Life Major life events are often the impetus to begin comprehensive financial planning—and few events are bigger than welcoming a new child. Most people have not accounted for children in their financial plan before they have their first, so the happy event is also the perfect time to reassess your plan (or create … Read Morekeyboard_arrow_right
Today’s Market Takeaways: December 11, 2020 December 11, 2020 Economy and the Markets coronavirus, video With interest rates at all-time lows, institutional and retail investors are searching for alternatives. In Today’s Market Takeaways, Vice President Steve Johnson discusses Bitcoin and two significant IPOs this week from Airbnb and DoorDash.Watch Nowkeyboard_arrow_right
Vanguard Abandons Factor ETFs in U.K. December 9, 2020 Adviser Fund Update Vanguard Abandons Factor ETFs in U.K. Vanguard’s U.K. outpost is closing its four global factor ETFs in February, according to the firm’s U.K. website. As you may recall, factor funds rely on factors like sales growth, dividend payouts, lower valuations or price momentum, instead of selecting stocks based on company … Read Morekeyboard_arrow_right
Today’s Market Takeaways: December 8, 2020 December 8, 2020 Economy and the Markets coronavirus, video This December is on track to being one of the busiest IPO months ever. In our latest installment of Today’s Market Takeaways, Research Analyst Liz Laprade discusses high-level similarities and differences in the IPO market today and the boom we saw in 1999.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: December 4, 2020 December 4, 2020 Economy and the Markets coronavirus, video The average yield on high-yield bonds is at an all-time low. Vice President Steve Johnson discusses this as well as interest rates and 10-year Treasurys in Today’s Market Takeaways.Watch Nowkeyboard_arrow_right