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Author: Laura Baecher

QUARTERLY MARKET COMMENTARY: December 2020

Posted January 14, 2021January 14, 2021 Laura BaecherPosted in Uncategorized

January 2021 –   December 2020 Market Update   A Year to Remember and Forget   Investment management and financial planning are often viewed as a “numbers business”. They are […]

FINANCIAL PLANNING: 2021

Posted January 14, 2021January 14, 2021 Laura BaecherPosted in Uncategorized

January 2021 –    FINANCIAL PLANNING TOPICS FOR THE NEW YEAR     RMDs are ON for 2021   For those required to take an RMD in 2019 and those […]

BIGELOW NEWS: Racquel Tibbetts named Chair of Financial Planning Committee

Posted January 14, 2021 Laura BaecherPosted in Uncategorized

January 2021   Racquel Heath Tibbetts, PhD, CFP®, CPA named Chair of Financial Planning Committee   Racquel Heath Tibbetts was recently named Chair of the Financial Planning Committee at Bigelow […]

QUARTERLY MARKET COMMENTARY: September 2020

Posted October 15, 2020October 15, 2020 Laura BaecherPosted in Uncategorized

October 2020 –    September 2020 Market Update   QUARTER REVIEW: Stocks Prove Resilient Stock and bond markets delivered strong returns in the third quarter. U.S. and foreign stocks continued […]

FINANCIAL PLANNING: Considerations for a Low Interest Rate Environment

Posted October 7, 2020 Laura BaecherPosted in Uncategorized

September 30, 2020   FINANCIAL PLANNING: Considerations for a Low Interest Rate Environment   OUR CURRENT INTEREST RATE SITUATION Interest rates in the U.S. are currently hovering near historic lows […]

MICHAEL MOORE, CFA NAMED CHIEF INVESTMENT OFFICER

Posted July 10, 2020 Laura BaecherPosted in Uncategorized

July 2020 –    MICHAEL MOORE, CFA NAMED CHIEF INVESTMENT OFFICER   Bigelow Investment Advisors has named Michael Moore, CFA as its new Chief Investment Officer (CIO).  Michael will coordinate […]

QUARTERLY MARKET COMMENTARY: JUNE 2020

Posted July 10, 2020July 10, 2020 Laura BaecherPosted in Uncategorized

July 2020 –   June 2020 Market Update   QUARTER REVIEW: From BEAR to BULL Market The first three months of 2020 witnessed the fastest bear market in history. U.S. […]

POSITIVE IMPACT SPOTLIGHT: EMPLOYEE VALUE and HUMAN CAPITAL

Posted June 30, 2020June 30, 2020 Laura BaecherPosted in Uncategorized

July 2020   This month’s Positive Impact spotlight shines on the timely topic of Human Capital.   Over the past few months, the coronavirus and economic pressures have forced companies […]

FINANCIAL PLANNING: COLLEGE PLANNING IN 2020

Posted June 25, 2020June 30, 2020 Laura BaecherPosted in Uncategorized

June 2020   COLLEGE PLANNING IN 2020   Higher education has been making the headlines as schools decide how they are going to operate in the year ahead. While there […]

MARCH 2020 MARKET UPDATE: QUARTER IN REVIEW

Posted April 7, 2020April 8, 2020 Laura BaecherPosted in Uncategorized

April 7, 2020 –    March 2020 Market Update   After peaking on February 19, 2020, the U.S. stock market declined 34% in less than a month before rallying to […]

FINANCIAL PLANNING: The CARES Act

Posted April 7, 2020 Laura BaecherPosted in Uncategorized

April 2020   THE CARES ACT: AN ECONOMIC RESPONSE TO COVID-19 The CARES Act was passed into law on March 27th, 2020 to help address the financial impact resulting from […]

DEC. 2019 MARKET UPDATE: QUARTER IN REVIEW

Posted January 29, 2020 Laura BaecherPosted in Uncategorized

January 2020 –  December 2019 Market Update   2019 was an exceptional year for investing. Every major asset class delivered extraordinary returns. U.S. stocks led the way with a 31.0% […]

POSITIVE IMPACT SPOTLIGHT: 2019 ANNUAL REPORT

Posted January 29, 2020 Laura BaecherPosted in Uncategorized

January 2020   We are excited to share our first Positive Impact Annual Report. In our initial Positive Impact Spotlight article back in March, we stated: Our goal is to share how […]

FINANCIAL PLANNING: 2020 UPDATES – The SECURE Act and More

Posted January 29, 2020 Laura BaecherPosted in Uncategorized

January 2020    2020 UPDATES – The SECURE Act and More   The new year brings several significant changes to retirement plans and our tax system. Most of the changes […]

SEPT. 2019 MARKET UPDATE: QUARTER IN REVIEW

Posted October 10, 2019October 10, 2019 Laura BaecherPosted in Uncategorized

SEPTEMBER 2019 MARKET UPDATE   Weakening economic conditions in the U.S. and globally forced the U.S. Federal Reserve (“Fed”) to cut rates not once but twice in the second quarter […]

POSITIVE IMPACT SPOTLIGHT: GOVERNANCE & PURPOSE

Posted October 2, 2019October 3, 2019 Laura BaecherPosted in Uncategorized

OCTOBER 2019 –  This month we examine the issue of corporate governance and how it relates to Positive Impact investing   Governance and Purpose   “The Social Responsibility of Business […]

FINANCIAL PLANNING: SIX THINGS TO THINK ABOUT BEFORE YOU RETIRE

Posted September 12, 2019September 12, 2019 Laura BaecherPosted in Uncategorized

SEPTEMBER 2019 – Plan ahead for a smoother transition into retirement   SIX THINGS TO THINK ABOUT BEFORE YOU RETIRE   1. TAX STRATEGY IN YOUR 60s If you intend […]

JUNE 2019 MARKET UPDATE: QUARTER IN REVIEW

Posted July 17, 2019July 17, 2019 Laura BaecherPosted in Uncategorized

JUNE 2019 MARKET UPDATE   Year-to-date performance is impressive, led by U.S. stocks returning 18.7%.  Foreign developed and emerging market stock returns also posted double-digit returns. Bonds are having their […]

POSITIVE IMPACT SPOTLIGHT: WATER

Posted July 12, 2019July 12, 2019 Laura BaecherPosted in Uncategorized

JULY 2019 –  In this month’s Positive Impact blog we explore the multi-faceted topic of water.   The Importance of Water    Without water, a person cannot survive for more […]

FINANCIAL PLANNING: ROTH IRA CONVERSION STRATEGIES

Posted June 5, 2019September 12, 2019 Laura BaecherPosted in Uncategorized

JUNE 2019 – In this blog post, we review the potential benefits of Roth IRA conversions, starting with a refresher on Roth IRAs and then exploring a few Roth conversion […]

MARCH 2019 MARKET UPDATE: QUARTER IN REVIEW

Posted April 17, 2019April 17, 2019 Laura BaecherPosted in Uncategorized

MARCH 2019 MARKET UPDATE   The first quarter’s strong returns are a welcome relief after a dreadful fourth quarter in 2018, highlighted by one of the worst Decembers in history […]

FINANCIAL PLANNING: SPENDING & BUDGETING

Posted April 17, 2019September 12, 2019 Laura BaecherPosted in Uncategorized

MARCH 2019 – Spring is a great time to reflect on how your spending looks for the first few months of the year.   Spending & Budgeting   If you […]

POSITIVE IMPACT SPOTLIGHT: GENDER DIVERSITY

Posted March 22, 2019June 7, 2019 Laura BaecherPosted in Uncategorized

March 2019 – We are thrilled to share our first Positive Impact blog. Our goal is to share how environmental, social, governance and economic issues impact decision-making for investors, employees, […]

BEN FLOOD FEATURED IN PBS ‘NEXT AVENUE’ ARTICLE

Posted February 20, 2019June 5, 2019 Laura BaecherPosted in Uncategorized

February 2019 – Ben Flood is featured in Next Avenue: Barreling Towards Retirement, With 10 Years Between Us.  Author Bruce Horovitz covers some retirement planning tips for couples that retire […]

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