Corporate floating rate notes have received a lot of attention lately given that they tend to perform well in a rising rate environment. If you’re curious if floating rate notes are right for you, read on to understand their advantages, limitations, and who can benefit from investing in them.
4 Reasons You Should Consider Life Insurance As A Planning Tool
Cathy Schnaubelt January 31, 2019
If you’re unfamiliar with the various ways life insurance can be used as a financial planning tool, the following four scenarios may help you decide whether you and those important to you can benefit from holding a policy.
FOMC Maintains Short-Term Rates, Reiterates Patient and Flexible Approach
Gary Pzegeo, CFA January 30, 2019
The Federal Reserve left the target range for federal funds at 2.25% to 2.50%, as expected by markets. Implied probability of any change prior to today’s meeting has been close to 0% since the last FOMC meeting on December 19.
5 Considerations When Investing in a 401(k) Plan
Cathy Schnaubelt January 24, 2019
When you’re a young adult searching for or working in your first full-time job, retirement is likely a distant thought. However, creating good habits early can significantly affect how and when you are able to retire.
When Opportunity Knocks
Matt Roma, CFA January 22, 2019
Active management has been out of favor for most of the last decade, but several indicators suggest that this management style is returning to favor. Read on to learn why active managers tend to perform best in volatile and bear markets.
How Much You Should Be Saving For Retirement
Cathy Schnaubelt January 17, 2019
If you’re unsure what this means when it comes to setting your savings goals now, the following rules of thumb can help you come up with a monthly savings target—and implementation plan—to increase your chances of achieving the retirement you envision.
Midterm Election 2018: Policy And Market Implications
Bill Norris January 15, 2019
Markets dislike uncertainty, and the recent midterm elections were no exception.
3 Reasons To Start Saving For Retirement Now
Cathy Schnaubelt January 10, 2019
There are many reasons to start saving for retirement sooner rather than later. Fortunately, if you feel you’ve fallen behind on your savings, it’s not too late.
Q&A on the Economy and Markets
Dave Donabedian, CFA January 08, 2019
If you’re wondering how long the current economic cycle can last or how political rhetoric might impact your investments, rest assured that we have done the research.
The Stock Market in 2019: Desperately Seeking Clarity
Dave Donabedian, CFA January 02, 2019
Superstition is not anybody’s recommended guidepost for making investment decisions. But, years ending in “8” have produced unnerving volatility for investors.
FOMC Raises the Target Range By 0.25%
Gary Pzegeo, CFA December 20, 2018
Many have been expecting the Fed to attempt a “dovish hike”, by combining an increase in the target rate with lower expectations for rate hikes in 2019. It appears they have adopted that strategy, but may not gone far enough to satisfy fragile market expectations.
Why Insurance is Your Safety Net, Not an Investment
Jordan Sheiner December 19, 2018
Research shows that compared to older generations, millennials are just as likely to have auto insurance but far less likely to have homeowners/renters insurance or life insurance. This begs the question: is our generation underinsured?
Year-End Tax Planning Checklist: What You Need to Know
Art Graper, CFP® December 18, 2018
Year-end tax planning should be a part of everyone’s financial routine. The checklist from our Wealth Strategies Group, included below, serves as a starting point.
Gregg Anderson December 13, 2018
As the end of 2018 approaches and we reflect on the major events of this year, the intensifying trade conflict between the United States and China looms near the top of the list. So far this year, the Trump administration has placed tariffs on $250 billion worth of Chinese imports, leading China to strike back accordingly as each new block of tariffs is imposed. This tit-for-tat...
What's Bothering the Stock Market?
Dave Donabedian, CFA December 11, 2018
Volatility—and in a downward direction—returned to global equity markets in the early days of December. We see three fundamental factors impacting sentiment, boosting volatility and prompting “risk off” behavior.