Quarterly Market Commentary: September 30, 2021 INTEREST RATES MOVE HIGHER U.S. stocks were tracking to another strong quarter through July, August, and most of September. At one point, U.S. stocks […]
Cyber Security Threats Cybercrimes are on the rise. Cyber criminals are taking advantage of the ever-increasing amount of data that is available online to help them carry out criminal activity. […]
July 2021- STOCKS AND EARNINGS REBOUND WITH REOPENINGS U.S. stocks returned 8.23% in the quarter adding to the exceptional rebound in stocks since the pandemic lows in March of 2020. […]
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 […]