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Latest from the FOMC: Small step toward normalization

Gary Pzegeo, CFA
June 16, 2021

Summary of the most recent meeting by the FOMC.

Investments

June Investment Bulletin

Bill Norris
June 07, 2021

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Investments

Possible capital gains tax hike ahead

Sid Queler
June 01, 2021

Congress is debating a new capital gains tax increase. 

Investments

The fiscal debate in Washington: A bond investor’s perspective

Dave Donabedian, CFA
May 28, 2021

The fiscal debate in Washington: A bond investor’s perspective

Wealth Strategies

After the pandemic: ESG investing trends for 2021 and beyond

Halsey Schreier
May 24, 2021

While widely recognized, ESG is an umbrella term that often means different things to different people. But at its core, ESG references environmental, social and corporate governance factors that provide a framework for investors seeking to invest in companies that are creating solutions to the challenges we face in today’s world.

Financial Planning for Young Adults: Active vs. Passive Investing

Halsey Schreier
May 20, 2021

Once you’ve established the right asset allocation mix for your risk tolerance, time horizon, and investment needs and goals, the next step is implementation—choosing your investments. When selecting investments for your portfolio, one of the first decisions you’ll make as an investor is deciding between active vs. passive investment strategies. Understanding the potential...

Investments

Will the infrastructure plan help or hurt your portfolio? - Part 2

Sid Queler
May 10, 2021

Weighing the benefits of higher corporate tax rates and higher government spending.

Investments

Will the infrastructure plan help or hurt your portfolio? - Part 1

Sid Queler
May 10, 2021

Investors would do well to consider the potential impact of higher corporate tax rates on financial market returns.

Investments

Biden’s opening bid: Initial thoughts on an ambitious agenda

Dave Donabedian, CFA
May 04, 2021

How might Biden's proposals impact investors?

Wealth Strategies

A look at Biden’s (early) tax policy proposals

Theresa Marx
May 03, 2021

How might Biden's proposals impact your taxes?

Latest from the FOMC: No change in rates or asset purchases

Gary Pzegeo, CFA
April 28, 2021

A summary of the most recent meeting by the FOMC. 

Investments

Commodities – A triple threat?

Sid Queler
April 26, 2021

Commodities have the potential to hedge portfolios against inflation, deepen diversification and improve return potential.

Wealth Strategies

A guide to understanding the relationship between trustee and beneficiary

Halsey Schreier
April 21, 2021

Trying to understand the roles of a beneficiary and a trustee of a trust?

Wealth Strategies

Four considerations for choosing the best trustee for you and your family

Halsey Schreier
April 14, 2021

Thinking about whom to name as trustee of your trust?

Wealth Strategies

What to know about recently proposed transfer tax legislation

Caroline McKay
April 13, 2021

Are you looking for some clarity on what to expect on the tax policy landscape? For those considering wealth transfer, the most comprehensive bill on the legislative agenda right now is the 99.5 Act. Its provisions, and some possible action items, are summarized below.

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