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April 13, 2021 | Market Commentary
In this webinar our experts dive into why this recovery is so unusual, what it means for markets in the months and years ahead, and how we believe portfolios should be positioned for this shifting investment environment.
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Financial AdvisorsApril 13, 2021 | Investment Themes
Never before have so many biopharmaceutical companies been household names. Pfizer, Moderna, J&J, AstraZeneca; the vaccine rollout has become something of a fun guessing game: which did you get? Just over one year after COVID-19 disrupted our lives, we are now getting to the point where multiple …
Audience
All AudiencesApril 05, 2021 | Estate Planning
When it’s done right, financial planning should be about more than just getting to and living well in retirement. For most people, leaving a legacy gift is a worthwhile and very realistic goal. The future is unknowable, and the first priority for both us and our clients is well-being in good …
Audience
IndividualsApril 01, 2021 | Market Commentary
Choppy but Higher Markets stuck with their two-steps-forward one-step-backwards trading pattern in March as investors continued wrestling with several competing, quickly shifting factors. The dollar bounced off of its lows as US Treasury yields continued their march higher. On the bull side, …
Audience
All AudiencesMarch 26, 2021 | Fundraising
In 1987, the US declared March as Women’s History Month. Throughout this month, we remember women who blazed the trail in the fight for equal rights. We celebrate their achievements, and we reflect on the work that still needs to be done to ensure equality and opportunity. Women are no …
Audience
All AudiencesMarch 24, 2021 | Financial Planning
As tax season moves into full swing, we have several important reminders for taxpayers who are about to file their 2020 federal tax returns. 2020 was a year with many changes and challenges. While we did not see any major pieces of tax legislation passed, there were several temporary adjustments …
Audience
All AudiencesMarch 24, 2021 | Financial Planning
The American Rescue Plan Act (ARPA), signed by President Biden on March 11th, provides new funds and tax credits designed to help struggling small businesses recover from the ongoing pandemic. Below we list key details on the provisions that include tax relief, expansion of credits and …
Audience
All AudiencesMarch 23, 2021 | Financial Planning
Everyone wants to work with a financial advisor that’s right for them. But how do you know what advisor is right for you? You’re entrusting this individual with your financial well-being, so you should feel comfortable asking the tough questions. Some of the questions that follow may seem too …
Audience
All AudiencesMarch 23, 2021 | Financial Planning
On March 11th, President Biden signed his first significant piece of legislation into law, the American Rescue Plan Act (ARPA). ARPA is a $1.9 trillion rescue package designed to continue assisting the US’s recovery from the devastating economic and health effects of the ongoing COVID-19 pandemic. …
Audience
All AudiencesMarch 18, 2021 | Market Commentary
Last week, the latest US fiscal stimulus was signed into law, delivering $1.9 trillion of aid to a wide range of people and groups, as well as other non-COVID related spending. And at the same time, financial markets have continued evolving, but in a different way than in the past. Growth-style …
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