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Library » January 2021 Perspective
January 04, 2021 | Market Commentary
Wrapping Up a Wild Year Equities continued rising in December, wrapping up a very strong fourth quarter and solid gains for a volatile 2020 calendar year as well. Of the major indices, the tech-led Nasdaq rose an enormous 44% last year, besting the 18% and 20% gains for the S&P 500 and Russell 2 …
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All AudiencesFinancial Planning » A First Glance at the Latest COVID-19 Relief Bill
December 31, 2020 | Financial Planning
Signed into law on December 27, the newest COVID-19 relief bill, formally known as the Consolidated Appropriations Act, 2021, is by far the largest bill ever enacted at well over 5000 pages. Not only does it provide an array of new relief measures, but it also includes the government omnibus …
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All AudiencesMarkets & Economy » Investing Lessons of 2020
December 28, 2020 | Investment Themes
The end of year holiday season is a time for celebration and reflection. For investors, they will no doubt be thinking about all the financial market volatility during the first three months, and what they did about it. The pandemic created so much unknown and uncertainty that few would have …
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All AudiencesInsights for Non-Profits » Maximize Control and Charitable Impact with an Endowment
December 22, 2020 | Fundraising
Sarah F. Bothma Associate Attorney Underberg & Kessler, LLP Guest contributors, Sarah Bothma and Ed Russell from Underberg & Kessler, LLP, share the ways donors can benefit from creating an endowment. An endowment provides great flexibility for charitable giving, …
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Non-ProfitsFinancial Planning » 12 Actionable Tips Before Year-End
December 17, 2020 | Tax Planning
With the holidays just around the corner, many of us are ready to ‘close the books’ on this year and move on to 2021. Even if we feel like looking ahead, the final few weeks of the year is a great time to take stock of your finances and consider some simple steps that may meaningfully improve …
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Individuals
Financial Planning » Investment Outlook 2021: Light at the End of the Tunnel
December 15, 2020 | Investment Themes
After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.
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IndividualsMarkets & Economy » Holiday Payment Trends
December 14, 2020 | Investment Themes
Successfully investing in today’s pandemic has been defined by winners and losers, and this holiday season is no exception. Everyone can pick out the hot pandemic-driven trend of the day, or point out the suffering traditional retailer, but somewhere in the middle are a variety of overlooked …
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Financial Planning » Long-Term Care Month: The Costs
December 07, 2020 | Retirement Plans
Long-Term Care (LTC) not only requires logistical planning, but also careful cost consideration. In our last post, we detailed the specifics of who may need LTC and what kind, and now we’re digging into the cost of preparing yourselves for these types of substantial costs. Based on information …
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IndividualsLibrary » December 2020 Perspective
December 01, 2020 | Market Commentary
Stocks Charge Ahead November was dominated by politics and COVID vaccines as these two key macroeconomic variables came into greater focus, helping contribute to strong, broad based gains across equity markets. US equities rose substantially over the course of November, with particularly strong …
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All AudiencesFinancial Planning » Long-Term Care Month: What You Need to Know
November 25, 2020 | Retirement Plans
November is National Long-Term Care Awareness Month. With the holiday season right around the corner and many discussions to be had around the dinner table (or Zoom call) with your loved ones, now is the perfect time to learn about long-term care and begin the conversation with your family. …
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Individuals