Team Feed
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Aoifinn Devitt – Chief Investment Officer Markets have digested a volley of information in the past week. This ranged from a surprising – and still not fully resolved – Mid-term Election result, to better-than-expected inflation data,…
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By Ryan Martin and Lauren Hunt, Senior Advisors Investors know the drop in stock prices for many companies and funds in 2022 has hurt their portfolios. Even historically stellar investments have tumbled this year. For…
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Lauren Hunt, Senior Advisor With year-end quickly approaching, taxpayers still have several weeks left to plan a strategy that could provide meaningful tax savings. Here are five year-end tax planning ideas that may work for…
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Aoifinn Devitt – Chief Investment Officer As the mid-term elections approached the usual partisan chatter focused on issues surrounding the economy – namely inflation, government spending, interest rates, and house prices, and there was not…
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The third quarter was dominated by continued market volatility as the Fed maintained a tough and determined stance regarding inflation.
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Employee stock options can be a valuable way to take advantage of your company’s growth and enhance your financial security. However, it’s important to understand the fine print. Each opportunity comes with its own set…
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Studying the history of stock market returns relative to midterm elections will give you a sense of how impactful they are to your own portfolio’s potential gain or loss. This article was written by Dimensional…
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CWCJ – Senior Advisor This could be the perfect time to convert a traditional Individual Retirement Account (IRA) to a Roth IRA. Roth IRAs have often provided significant benefits to investors. Money in these accounts…
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Aoifinn Devitt – Chief Investment Officer As we write today, more earnings numbers are rolling in and, as so often this year, the word on the street from “Main Street” is somewhat incoherent. While some consumer…
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Aoifinn Devitt – Chief Investment Officer As Mid-term election debates are dissected and chatter intensifies, now at T- 21 to Election Day as we go to print, the results still evince some uncertainty. This, together with…
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Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research In a year where equities are down 20% and fixed income is providing limited downside protection, investors have certainly had much to contend with in…
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The Cost of Living Adjustment, or COLA, from the Social Security Administration (SSA) is announced every fall and has major implications for the 66 million people who receive benefit checks. With inflation surging, retirees need…
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Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear that there is likely to be considerable dispersion among sectors. Energy stocks are expected to…
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Consider preparing for the upcoming tax season by taking advantage of a few important end-of-year tax strategies. Original article from www.usbank.com HERE We’re now in the final quarter of the year, so why not start…
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Aoifinn Devitt | Chief Investment Officer As Hurricane Ian prepared to batter the Western Coast of Florida earlier this week, there was dramatic footage of the tide receding in certain areas as the hurricane “scooped”…
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Tackle Your Estate Planning Fears and Plan for the Future Nothing strikes fear into the hearts of adults quite like estate planning, and it’s about more than the technicalities of creating a will or a…
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Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of Jackson Hole, Wyoming, Fed Chairman Jerome Powell hoisted a dose of reality onto the markets…
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Enjoy the Financial Benefits of Your Philanthropic Efforts Charitable giving tax advantages are probably not the first thing on your mind when you decide to make a philanthropic gift. After all, deciding to give to…
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Here’s How to Give Your Financial Education a Boost They don’t often teach how to create a retirement savings plan in school, but it’s time to put your thinking cap on and ask yourself a…
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What it Means for Climate Change, Health Care, and Taxes President Biden signed the Inflation Reduction Act into law on Tuesday, August 16, marking a major legislative victory for Democrats. No Republican lawmakers voted for…
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By Ryan Martin & Lauren Hunt, Senior Advisors What is the right percentage of stocks, bonds, and other investments I should have in my investment portfolio? This is one of the most important questions each…
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Aoifinn Devitt | Chief Investment Officer Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation…
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Aoifinn Devitt | Chief Investment OfficerChris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research The second quarter was dominated by the Fed finally moving to interest rate “lift-off” and beyond, growing inflation fears, and a…
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Aoifinn Devitt, MBA | Chief Investment Officer Chris Kamykowski, CFA, CFP® | Head of Investment Strategy and Research After hesitating for months around whether inflation was transitory and to what extent, the US Federal Reserve…