Insights & Thoughts
It seems every year the markets have some economic theme that dominates the news and drives volatility. These themes always vary in topic but are...
What a difference a year makes. This quarter wraps up almost exactly a year since the whole COVID thing came on to the scene. During that stretch of...
Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a...
The financial news has been filled with stories of huge gains in some of the most obscure stocks and battles between Wall Street titans and the...
The 2018 Tax Reform lowered taxes across the board for most Americans. Now that we’ve had a couple years of experience under this new tax code,...
Despite all the terrible news from this past year, the U.S. stock and bond markets ended at all-time highs fueled by the largest government stimulus...
The third quarter was relatively calm compared to the first half of the year. The second quarter’s rebound from the March lows has largely held firm...
These days have been interesting around the Alder Financial Group office with our two new interns, Sydney (7) and Morgan (5). Public schools around...
Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic...
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