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Wealth Strategies

An introduction to cryptocurrencies

Halsey Schreier
August 03, 2021

What should investors know before considering an investment in cryptocurrency?

Wealth Strategies

Tax proposals fill the air

Sid Queler
August 01, 2021

The clamor of official and unofficial tax proposals can be overwhelming, but there are ways to prepare for any changes that may be ahead.

Investments

FOMC meeting - no change in rates

Gary Pzegeo, CFA
July 30, 2021

Summary of the most recent meeting by the FOMC.

Investments

The move toward clean energy

Sid Queler
July 23, 2021

At least 110 countries have pledged to become carbon neutral by 2050. Investors should consider what sectors of the market are likely to benefit from the change.

Investments

Investing for the future you care most about

John Tennaro, CIMA®, CSRIC™
July 08, 2021

Examining ESG factors lets you use your investment dollars to influence the world around you.

Investments

Renewable Natural Gas Evolution

Adam Karpf
July 08, 2021

Electric vehicles, solar panels, wind farms, and hydrogen and carbon sequestration are all hot topics for discussion when thinking about clean energy. What about landfill gas?

Investments

 July Investment Bulletin

Bill Norris
July 08, 2021

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

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.

Wealth Strategies

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.

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