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 […]