Author: Laura Baecher

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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% […]

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 […]

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 […]

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 […]

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 […]

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   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 […]

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 […]

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   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 […]

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 […]

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, […]

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 […]