Today marks the 52nd Earth Day, with this year’s theme “Invest in Our Planet.” We took this opportunity to look at some of the risks relating to global climate change. While from the top down governments have been grappling with the commitments needed for climate change solutions, from the bottom up the private sector’s innovation … Read more
As the stock market recovered from the 2020 pandemic lows, valuations reached levels not seen since the dotcom bubble more than 20 years ago. The reopening economy and massive fiscal stimulus helped fuel one of the strongest starts to a bull market ever (a bull market that just turned two-years-old last week). Low interest rates were a big … Read more
Core bond investors have experienced one of the worst starts to the year ever, potentially calling into question the validity of bonds in a portfolio. Despite the poor start, we don’t think the value proposition for bonds has changed much. Moreover, with yields on most fixed income markets moving sharply higher, now could be a good time to … Read more
The Federal Reserve (Fed) meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns. Inflationary pressures are running higher than the central bankers are comfortable with, but the conflict in Eastern Europe adds to the uncertain path of policy … Read more
When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? What questions should you ask, and what factors should you take into account when making your decision? Below, we discuss … Read more
Whether you’re single, paired, or somewhere in between, Valentine’s Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial valentine. BE A GOAL-GETTER If it’s been a while since you’ve set any financial goals for … Read more
Are you a spender, a saver, or somewhere in between? Do you view your money with an “easy come, easy go” attitude or focus on saving all you can, “making hay while the sun shines”? Your overall financial philosophy doesn’t just affect your day-to-day spending decisions. It may also impact your long-term financial trajectory. Below, … Read more
Tax planning can be advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to mitigate tax liability, which may leave more income for you and/or your family. Generally, people put off tax planning because paying income taxes is an obligation. So, this “negative” view can cause frustration. It … Read more
November is a month to celebrate the sacrifice that many caregivers make to take care of loved ones during the most challenging periods of their lives. Being a caregiver sometimes leads to stress, over-exhaustion, and burn-out. So, for this National Family Caregivers Month, why not support your family caregiver with the few simple suggestions listed … Read more
FIVE TIPS TO FINDING A FINANCIAL PROFESSIONAL THAT FITS YOU AND YOUR FAMILY The financial professional you pick to manage your assets and advise you on key financial decisions may affect your retirement and other major financial goals more, maybe, than even you. Make the right choice. When trying to find a financial professional, you … Read more
Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking in order to help prepare your family and to manage potential expenses in the event … Read more
We have used most of the superlatives we know to describe corporate America’s stunning performances over the past two earnings seasons. Despite lofty expections, results exceeded estimates by the biggest margins we’ve ever seen (and one of the authors of this report has been doing this for 23 years). We expect solid earnings gains during … Read more
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