Your Guide to Tax Efficiency in 2021 and Beyond
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Tech Stocks Lead Volatile Rally as Election Results Come In
Chief Investment Officer, Leslie Thompson, shares her insights on the tech sector, predicting technology and industrial stocks will perform well regardless of who wins the election.
Sudden Volatility in Tech Stocks Unnerves Investors
Leslie Thompson shares her insights on the tech sector, noting that the overbought conditions and stock prices have led to the recent volatility.
Americans are saving more during the pandemic: CNBC + Acorns Invest in You survey
Managing Principal Leslie Thompson offers her take on Americans exercising financial discipline during the Coronavrius pandemic.
2020 RIA Ranking
Spectrum Management Group has been named to Financial Advisor Magazine’s 2020 RIA Ranking, which lists the top Registered Investment Advisor firms in the country.
Vaneck Vectors Gold Miners ETF Up 40% in 2020Bob Phillips joined Oliver Renick to share his thoughts on interest rates in the current environment and the opportunities in miners as metals have been more volatile due to higher prices.
Nasdaq Sets a Record as Tech Jumps; Dollar Climbs: Markets WrapBob Phillips weighs in on the recent momentum in the markets, noting that the market anticipates another stimulus package as Congress continues negotiations.
How to build an emergency fund even when you think there’s nothing extra in your budget
Leslie Thompson offers her expert advice for building an emergency fund when you’re living with a limited budget, noting the first step to getting started is reducing any existing debt you may have.
Three Explanations for Why Stocks Rally Past Rising Covid Counts
Bob Phillips weighs in on the outlook for investors as stocks rally despite the increase in coronavirus cases, noting investors are adapting to life with the virus as they expect the worst of the damage is behind us.
Markets Rally From Thursday's Sell-Off
Bob Phillips joined Oliver Renick to share his thoughts on the continued market volatility surrounding fears of a second wave of coronavirus. Additionally, he highlights where he is finding opportunities in the market.
Forecast survey: Fed seen as keeping rates at rock bottom through yield-curve control
Ahead of the May FOMC meeting, Bob Phillips forecast his expectations for the Fed announcement. He notes that in order to keep the interest rates at a manageable level, the Fed may eventually allow negative rates.
Risky Stock Trades Back in Fashion as Investors Play Catch-Up
While economic data is still weak, the consensus among investors indicates that the worst is over. Bob Phillips weighs in as investors look for areas of improvement in the market as more sectors are participating in the recovery of the economy.
Stock Market Meltdown’s Historic Velocity Bruises Investors
Markets faced a historic downturn in March amid the coronavirus crisis. Leslie Thompson notes while there is value in the market, she is reducing investments in stocks and raising cash until more stability is gained.
In Midst of Chaos, Nasdaq ETF Gets Biggest Inflow in Two Decades
As historic volatility continues to drive market activity, Bob Phillips weighed in on the best place for investors to re-enter the market, noting the tech stocks as a good place to dip your toes back in the water.
Do these 4 things in your 30s if you want to be richer in your 40s, money experts say
Leslie Thompson offers her advice for financial literacy as you move from your 30s into your 40s, noting the importance of weighing out options when building an established financial plan.
January Fed forecast: Experts say rates will stay put, but here’s what could shift policy
Federal Reserve officials plan to leave interest rates unchanged next week. Bob Phillips shared his outlook for the future of the federal funds rate, noting there could be possible problems if the fed raises or lowers rates with the way they support the repo market.
Divorcing? How to Financially Protect Yourself
Leslie Thompson shared her advice on avoiding major financial shock following a divorce, warning to pay attention to health insurance, car leases and digital subscriptions as these expenses can add up quickly when one individual is footing the bill.
Dow Industrials Pull Back After Crossing 29000 for First Time
Bob Phillips weighed in after the Dow Jones Industrial Average jumped past the 29000 milestone only to hit resistance following a three month rally.
Market Outlook for 2020
Bob Phillips joined Yahoo! Finance to share his market outlook for 2020, advising that housing is a promising trend investors should focus on as we begin the year.
Market Monitor: Bob Phillips
Bob Phillips returned to Nightly Business Report to discuss why Masco, Texas Instruments and JPM are dividend growing stocks investors should consider in today’s record low interest rate environment.
How to start an emergency fund when you live paycheck to paycheck
Leslie Thompson offered several actionable tips on building an emergency fund to Jill Cornfield of CNBC.com, beginning with reducing debt and then establishing long term savings.
11 Easy Ways to Save More Money Each Month (Without Feeling Deprived)
Leslie Thompson shared her advice on online budget trackers with Lindsay Tigar of Better Homes & Gardens, recommending that readers automate their savings in order to meet long-term goals.