Just a few weeks ago, Wall Street news was trending on social media – even during the NFL playoff season – which is highly unusual. The reason? A recent flurry of return spikes for a handful of U.S. stocks captivated investors and non-investors alike.
2020 Market Review: What a Truly Unprecedented Year
Many news reports rightly emphasized the unprecedented nature of the health crisis, the emergency financial actions, and other extraordinary events during 2020. The year saw many “firsts”—and subsequent years will doubtless usher in many more. Yet 2020’s outcomes remind us that a consistent investment approach is a reliable path regardless of the market events we encounter.
How COVID-19 Has Impacted Dividends
Dividend payouts are viewed as a reliable source of income by many investors. Those expecting to receive consistent dividend income, however, may have been surprised to see lower-than-expected dividend payouts following the onset of the coronavirus pandemic, when both market volatility and market declines were extraordinary.
Tax Reform Uncertainty Leaves Taxpayers with Questions
Ignoring Increasing COVID Cases, Market Takes a “Glass Half Full” View
What 2020 Has Made Us Grateful For
This year has been unlike any other we have experienced. We have adjusted to quarantines, virtual schools, social distancing, and other changes brought on by the pandemic. In doing so, we have developed gratitude for things we previously may have taken for granted and strengthened our thankfulness for other aspects of our lives. As we approach Thanksgiving, we want to share what our team is grateful for in 2020.
When Planning for Retirement, Don’t Forget About Medicare
Social Security Retirement Benefits: The Basics
Should You Expect Unexpected Returns from FAANG Stocks?
What the Election Means for Your Portfolio
Uncertainty is uncomfortable. Investors deal with uncertainty every day as there is no guarantee of future outcomes. Elections are another cog in the wheel of uncertainty that adds to uneasiness regarding investor portfolios and the market. Investors must understand – and anticipate – the correlation between the outcomes of the election and the markets, if any.