Freedom Portfolios: Managing for Inflation Expectations
The diversified mix of investments in Freedom portfolios seeks to mitigate the risk associated with rising prices as inflation...
NEWS
Biden's First Congressional Address: Ambitious Agenda vs. Political Realities
President Biden outlined a bold agenda in his first joint session of Congress, all within the traditions of a State of the Union Address,...
Capital Gains Tax Hike an Opening Bid - Fluid Process and Potential Compromise
The proposed hike in the capital gains rate to the envisioned ordinary income rate of 39.6% on incomes above $1 million as part of...
Investment Strategy Quarterly: April 2021
The last year has been a challenge for most of us. As we approach a sustainable reopening this quarter, investors can take pride in...
Does Inflation Threaten this Bull Market?
Do rising interest rates and inflation endanger this bull market? Chief Investment Officer Larry Adam says the short answer is no. In...
Powell Downplays Inflation Concerns – SEC/CFPB Hearings Upcoming
Fed Chair Jerome Powell adopted a more muted tone on urging additional fiscal support from Congress during his testimony Tuesday, which...
COVID-19 Updates – The Long and Winding Road is Trending in the Right Direction
The past year has felt like a long and winding road. Yet, the road is looking more promising as we observe continued improvements in...
The Workplace of the Future
Will COVID-19 permanently change where, and how, we work? The nature of work, offices and productivity has been entirely transformed by...
CARES Act: Industry Support, Business Tax Changes and More
Passed on March 27, 2020, the CARES Act provides an estimated $2 trillion in fiscal stimulus to combat the economic impact of COVID-19...
Making sense of Medicare myths
Take the time to learn the facts behind these common Medicare misconceptions. Retirement planning is complex, at best, but when you throw...
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