Investors were treated to another favorable quarter as the economy continues to heal. The news around therapeutic treatments and vaccine development for Covid-19 have been generally positive, further supporting investor confidence. Even as higher case counts emerged in several Western states, the U.S. economy has demonstrated impressive resilience in key areas including consumer spending…
It’s natural for investors to look for a connection between who
wins the White House and which way stocks will go. But as
nearly a century of returns shows, stocks have trended upward
across administrations from both parties.
On December 20, 2019, a $1.4 trillion spending package was signed into law that unbeknownst to many outside the financial industry, included a game changing piece of legislation that impacted your retirement accounts. The Setting Every Community Up for Retirement Enhancement Act or ‘SECURE Act’ for short, made some dramatic changes to your retirement that you should be aware of and plan for.
Dimensional Fund Advisors recently conducted a survey to assess how investors measure the value of their Advisors. The survey results and a short video that illustrates the vital roles you’re Advisor and financial play to remain disciplined during times of market volatility is available using the link below.
If you have any questions or would…