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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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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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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 AudiencesLibrary » November 2020 Perspective
November 02, 2020 | Market Commentary
Frozen by Uncertainties October was a whirlwind month with markets rising back to all-time highs during the first few weeks, only to then back track, giving up their early month gains and more. Driving the selling pressure were a growing number of uncertainties, including the potential results …
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All AudiencesMarkets & Economy » The Economic Bounce: Where Are We Now?
October 23, 2020 | Market Commentary
As we move further into Fall, it’s becoming clear that the pandemic is having a lasting effect on the economy. A massive number of Americans were furloughed or laid off earlier this Spring, and more than six months later, many former employees are still looking for work. We believe the worst …
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All AudiencesLibrary » Webinar: One Step Ahead: Anticipating Election Outcomes, Pandemic Recovery, and More
October 21, 2020 | Market Commentary
Six months into a global pandemic, and less than one month in front of one of the most contentious elections ever, you might be wondering what's coming next for you and your finances. We discuss some of the biggest topics that may be on your mind. We lay out our thinking on …
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All AudiencesLibrary » Webinar: Market Update Q3 2020: Market Movers, the Election, Tech's Run, and More
October 07, 2020 | Market Commentary
Watch our third quarter webinar where we review several key issues investors are facing today. Key topics include a closer look at the market's rapid recovery, tech's big run, and how we are thinking about the upcoming elections.
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Financial AdvisorsLibrary » October 2020 Perspective
October 02, 2020 | Market Commentary
Summer Cooldown Coronavirus cases are on the rise again in parts of the US and Europe. The US had a promising slowdown over the summer months, but a return to school and work may be exacerbating the virus’ rise. At the same time, more states are continuing to lift restrictions on gyms, theaters, …
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