facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Bulletin

Six Investment Themes for 2022

Strategas has six investment themes for 2022: 1) inflation and the Fed’s response 2) higher interest rates hurting high growth stocks, 3) rising geopolitical stakes, 4) tighter financial regulation, 5) dividends as a greater portion of total return, and 6) the deconglomeration of big Tech.

Read More

Strategas Market Strategy (Dec. 3, 2021)

Strategas President Nicholas Bohnsack joins us to break down what the return of volatility means for the market, and how the firm is positioned heading into a new year. Most importantly, he reminds us to keep our heads and stick to our plans.

Read More

Thoughts on Inflation

It seems that discussion of inflation is everywhere right now. We’ve come across two good pieces this week, with practical advice and news, rather than a sensationalist posture.

Read More

Medicare Open Enrollment

In talking with clients, it has become clear to us how confusing Medicare enrollment can be, and not just for those who are enrolling for the first time, but even for those who have been enrolled for years. Needs change, options change, and it can be hard to know where to start.

Read More

The Value of Reinvesting Income

One of the less talked and simple tools of prudent investing is the reinvestment of dividends, or interest, for greater compounding of long-term growth.

Read More

Introducing Debit Cards to Kids

In this piece, NY Times columnist Ron Lieber covers the rapidly growing world of debit card options available to kids and teens, and offers advice for parents on how to choose the best solution for their families.

Read More

What You Need to Know About the Proposed Tax Law Changes

In light of the proposed tax law changes, there are short-term and long-term impacts that most investors should consider. Kelsey Clair, Eric Wikstrom and Arti Batra provided an overview of the more impactful policies within the proposed tax law changes, as well as strategies you may consider implementing now to minimize the impact of these changes.

Read More