US Economic Growth Is Slowing.  That’s OK.

US Economic Growth Is Slowing. That’s OK.

By Ellen Hazen, CFA, Chief Market Strategist At any point in time, there are multiple competing narratives that attempt to explain what is happening in various markets. For the last two years, the COVID-19 pandemic – and actions taken to respond to it – have been the...
Health Care Coverage Planning for Retirement

Health Care Coverage Planning for Retirement

There are decisions you will need to make as you begin thinking about retirement or signing up for Medicare.  If you think that Medicare is an easy solution to health care in retirement – think again!  As with any type of health coverage, there are many options to...
Is Your Portfolio “Sustainable”?

Is Your Portfolio “Sustainable”?

Sustainable investing in all its forms is surging.   As you can see in the chart below, over $100 billion has flowed into sustainable fund strategies over the past few years, with more than $50 billion added just in 2020. It is a staggering amount, with momentum...