AMERICAN RESCUE PLAN OF 2021: RECOVERY REBATES With new administration comes new tax legislation. Economic stimulus and relief from the ongoing COVID-19 pandemic is the intention of the American Rescue […]
April 2021- STOCKS UP Stocks continued to grind higher in the first three months of the year. U.S. stocks returned 6.34% in the quarter. One year stock returns are particularly […]
Positive Impact Spotlight: 2020 Annual Report Executive Summary 2020 saw the greatest inflows into sustainability investment strategies of all-time. Sustainable investing assets under management grew 42% to $17.1 trillion. Sustainable […]
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 […]
January 2019 – We are pleased to announce that Michael Moore, CFA has been promoted to Chief Investment Strategist for Bigelow Investment Advisors. Michael has been with Bigelow since February […]
January 2019 – Ben Flood was recently featured in HuffPost: 9 Tax Deductions That Are Gone in 2018 (And What To Claim Instead). Author Casey Bond covers some of the […]
DECEMBER 2018 MARKET UPDATE U.S., foreign developed and emerging market stocks declined in 2018. Positive returns through the first nine months of the year were abruptly replaced with double-digit […]
November 2018 – Join us at the Portland Museum of Art on Thursday, November 8, 2018. Bigelow’s Michael Moore and Ben Flood will present Bigelow’s Positive Impact investment strategies: An […]
Bigelow advisor Ben Flood was quoted in the latest Forbes article. The age gap is one of many retirement planning considerations. FORBES ARTICLE CLICK HERE
JULY 2018 MARKET UPDATE After a volatile start to the year, U.S. stocks performed well in the second quarter, up 3.9%. Year to date returns for U.S. stocks are now […]