Some concepts in the financial planning world are intuitive. Annuities, which often combine investment options with various forms of insurance, are not. As a retirement income tool, they’ve received increasing attention of late, especially after a provision in the SECURE Act—signed into law at the end of 2019—provided …Read More keyboard_arrow_right
As an Adviser Investments client, you’re accustomed to taking the long view when it comes to financial planning. That’s a smart move given that medical advances mean we’re living longer than previous generations. Even though a recent report suggested life expectancies have actually fallen by 18 months, the facts are still sobering: …Read More keyboard_arrow_right
To err is human. Research in behavioral economics has shown that investors are just like other people—well-intentioned but fallible. Even experienced investors can make costly mistakes with their money. Here are four everyday behaviors that can lead to a financial faux pas—and how to avoid them.
Financial Planning: Securing Your Future
Helping You Answer and Prepare For Life’s Big Questions
This week’s reader question is about investing in China: What is your outlook on China and is this an area of opportunity for equity investors? What are the risks and how are you factoring China’s evolving regulatory and control policies (toward its companies) into your outlook? Chief Investment Officer Jim Lowell …Read More keyboard_arrow_right
This week’s reader question is about special-purpose acquisition companies: SPACs aren’t new, so why are they so popular now, and is this a bubble? Josh McCourt, Equity and Quantitative Research Analyst, had this to say: That’s right, SPACs (special-purpose acquisition companies) are not fresh on the investment scene—they’ve been …Read More keyboard_arrow_right
Charitable giving not only reduces your taxable income but also allows you to have an impact on the world. Of course, not all giving approaches have equal effect. Here are some advanced strategies that can pay dividends to you, your charity and your heirs.
A Straightforward Guide to Preparing and Settling an Estate
We often hear from clients who want to know how their hard-earned investment gains will withstand market corrections. Chief Investment Officer Jim Lowell and Equity Research Analyst Kate Austin discussed this topic in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and click …Read More keyboard_arrow_right