Featured
August 13, 2020
In the past, bad news has been a friend to investors. That was the case in 1940s, in the 1980s and also in 2009. And it may be the case today.
Articles, Market Commentary
& More
Featured
August 12, 2020
If you’re considering divorce, you may want to take advantage of this time during COVID to do some research. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.
Past Commentary & Articles
Market Commentary
Savant
June 22, 2020
Our updated chart pack takes a look at the ever-changing COVID case growth in the U.S., the reaction of capital markets, and how changing valuations (among stocks and bonds) may […]
Market Commentary
June 15, 2020
Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets sold off last week as news spread that the U.S. may be experiencing the dreaded second wave […]
Market Commentary
Savant
June 11, 2020
The New Retirement Reality Post COVID Live Webinar & Interactive Q&A Discussion will be held on Wednesday, June 24, 2020 at 1:00 PM CDT. Can not attend? Sign up anyway, and a link to […]
Article
Savant
June 9, 2020
Market timing blares its horn each spring as the common adage rings, “Sell in May and Go Away!” This calls for selling your portfolio in May only to reinvest the […]
Market Commentary
Savant
June 9, 2020
May saw positive returns in the market across the majority of asset classes. U.S. small (+6.5%) led the charge domestically while international small came in strong (+7.0%) as well. Global […]
Market Commentary
June 9, 2020
Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Returns to the U.S. Value and Size factors ripped higher as investors bet on a successful reopening and, currently, […]
Article
June 5, 2020
Receiving an extra three months to file your tax return can seem like an unexpected gift. But we’re creatures of habit, so pay close attention to the dates because many […]
Article
June 2, 2020
Determining whether you qualify for the Premium Tax Credit may seem daunting. Wealth Strategy Associate Abigail Ogden reviews the eligibility requirements and mechanics of how these credits work. Premium Tax […]
Market Commentary
June 2, 2020
Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets continue to surge as continuing unemployment claims data verify that some citizens are beginning to return to […]
Article
June 2, 2020
Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!” It seems every […]
Market Commentary
May 26, 2020
Our Investment Research Team’s latest update to the Coronavirus Crisis chart pack includes new cases drifting lower in the U.S., equity markets showing stability, and interest rates steadying. Download our […]
Market Commentary
Savant
May 22, 2020
If you ask three people about what investors need to think about regarding recent market volatility, you’ll likely get three distinct answers. If you’re looking for market analysis based on […]