by Chris Bouffard | Jan 11, 2021 | Blog
The Bottom Line ● Stocks overcame a pair of contentious Senate runoff races, protestors storming the US Capitol, and a disappointing employment report to advance for the week and close at new all‐time highs. ● Bond markets have begun to price in higher inflation,...
by Chris Bouffard | Jan 7, 2021 | Blog, COVID-19
Quick Takes Finish strong. Stocks closed the quarter, and 2020, with strong returns, despite lingering economic concerns brought on by a resurgence in coronavirus cases, challenges with the vaccine roll‐out, and uncertainty around the policy implications following the...
by Matthew Eickman | Jan 7, 2021 | Blog, COVID-19, Retirement
Congress Provides Additional Retirement Plan ReliefThe late-December COVID-19 relief bill (the Consolidated Appropriations Act, 2021 or the “Appropriations Act”) included various retirement plan-related provisions among its 5,500+ pages. A closer look at...
by Chris Bouffard | Jan 4, 2021 | Blog
The Bottom Line ● Equities ended the week, and the year, at new record highs amid the rollout of several Covid‐19 vaccines and a new economic relief package from Congress. Combining 2019 and 2020, the S&P and Nasdaq had their best two‐year performance since 1998...
by Caitlin Iwanowski | Jan 1, 2021 | Uncategorized
We have come through 2020 stronger, together and we’re here to help you jump start your 2021 with a few financial goals from our Managing Director Bentley Ford. Calculate Your Net Worth Add up all of your assets and subtract what you owe. Assessing your net...
by Chris Bouffard | Dec 28, 2020 | Blog
The Bottom Line ● Equities were mixed in the holiday‐shortened week. The S&P 500 declined slightly, while the Nasdaq and Russell 2000 gained. It was the eighth straight weekly gain for the Russell 2000 which sits just below it’s all‐time high. ● Congress agreed on...
