Investing for Life
With a new year comes a series of new (and often repeated) resolutions. While we think this is an opportune time to reassess your financial goals and aspirations, we also understand that a new year often creates a deluge of tasks, so we’ll keep this week’s Financial Planning Friday brief …
As the sun set on 2019, Congress passed a $1.4 trillion budget deal that contained major changes to an array of the rules governing investing for retirement. It’s the most significant development for retirement savers in more than a decade. Buried within the enormous budget pact was a reform package …
In the flurry of holiday merry-making, you may well have missed some important news for your retirement savings: Late last month, Congress passed the SECURE Act, which includes some significant new rules affecting how we all save and plan for retirement. Here are five of the biggest changes that …
Financial planning is a lifelong process. In your 60s, with the retirement finish line likely in sight, returning to or creating your financial plan is as important as ever. Retirement is a weighty milestone, and not one that you can afford to get wrong as you hit your 60s. Here …
Earlier this month, Vanguard announced that it was ending its 34-year partnership with Barrow, Hanley, Mewhinney & Strauss (BHMS), which sub-advised three of the firm’s funds. At the same time, new-to-Vanguard managers Aristotle Capital and Cooke & Bieler were hired …
The last few weeks of the year can be joyful, but also hectic and disorganized. From a financial point of view, there are a few steps you can take now that can help you start 2020 off on sound footing and pay great dividends over the next 12 months: Top …
Maybe it’s the responsibilities of raising a family and building a career, but many people don’t start taking financial planning seriously until their 50s, when they first see the retirement horizon approaching. If you are in your 50s, here are five tips to make sure that you’re preparing properly for …
In This Issue: Fidelity Leans Into Themes Neff Steps Down, Grenier Steps In Is Your Portfolio Ready for the New Year?
The latest theme in investing is investing in themes. You’ve heard of technology funds and energy funds. Well, now there are …
In the weeks between Thanksgiving and Christmas last year, U.S. consumers shelled out a record $850 billion at stores—both brick-and-mortar and online. After factoring in 2019’s continued income gains and an economy that’s averaged 167,000 new jobs every month (despite economists’ contentions that we were already at “full employment”), we …
In This Issue: Vanguard Slashes Expenses on 15 Index ETFs Webinar Replay: Impeachment and Trade War New Podcast: All About Roth IRAs Managing Responsibilities Upon the Loss of a Loved One
The limbo …
In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt …
We often hear from clients who want to know how their hard-earned investment gains will withstand market corrections. Chief Investment Officer Jim Lowell discussed this topic in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and click here for the full webinar …
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