blog
June 21, 2021
Inflation and What the FED is Saying

June 21st, 2021: Inflation has been on the rise. Investors are not as interested in what’s happening now as they are in what’s happening next. Meanwhile, the Federal Reserve (Fed) shared its views at the conclusion of its last policy meeting on Wednesday, June 16. And wh...

June 15, 2021
Sustainable Investing Becoming Mainstream in Fixed Income

June 14th, 2021: On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of sustainable investing and underscored the risks and opportunities available to investors. While primarily thought of as equity-oriented, sustai...

June 7, 2021
Proceed with Caution in the Bond Market

June 1st, 2021: After one of the worst starts to a year for fixed income, returns may not get much better from here. Long-term interest rates have traded sideways recently but we expect rates to potentially rise further, which would put downward pressure on bond prices. We...

May 27, 2021
Stock Market Gains Likely to Slow

May 24th, 2021: After one of the best starts to a bull market in history, the rally has started to show signs of fatigue. A strong economic recovery lies ahead as the roepening continues, bolstering a very strong earnings outlook that is helping stocks grow into elevated val...

May 18, 2021
Economy Picking Up Speed

May 17th, 2021: The economic recovery continues, as the recipe of vaccines, the reopening, and record stimulus all have combined to produce what should be one of the best years for growth ever. Although some economic indicators could be peaking or about to peak, the stage ...

May 13, 2021
Amazing Earnings Season

May 10th, 2021: It’s embarrasing to admit this but in our earnings season preview on April 12, when the consensus estimate reflected a nearly 24% increase, we wrote that S&P 500 Index earnings growth for the first quarter could potentially exceed 30%. Fast forward to today...

April 30, 2021
Is All the Good News Priced In?

April 26th, 2021: Last week we discussed whether stock prices might be reflecting peak optimism. In that commentary we noted that while sentiment may be overly optimistic and a pickup in volatility would be totally normal, strong breadth measures suggest stocks still may hav...

March 5, 2021
Identity Theft and Taxes

Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal information about you....

February 26, 2021
What Happens to Your Retirement Plan When You Switch Jobs?

Congratulations on your new job! As you navigate through a new onboarding process, you stop suddenly when you get to the discussion of retirement plans. And then you think: What about my plan at my previous employer? What do I do with the money in that account?...

February 26, 2021
Retirement in Motion – Tips and Resources Everyone Can Use

For 2021, the Social Security Administration (SSA) is paying out a Cost-of-Living Adjustment (COLA) of 1.3%. This amounts to about $20 more a month in benefits for the average retired worker and $33 more a month for a typical retired couple, according to SSA estimates. In pl...

February 26, 2021
When Can I Begin Collecting Social Security?

Deciding when to retire and begin collecting Social Security is an important life decision. For some, savings losses may dictate that you delay your retirement plans and continue working, which means postponing when you begin collecting Social Security. ...

February 26, 2021
Seven Age Milestones That Will Impact Your Retirement Planning

As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning efforts. Taking the right retirement planning steps as you reach each of the following age milestones could he...