Blog
QE & Adventures in a Fed-Driven Market: 2020 Market Recap and 2021 Outlook
While 2020 will probably be remembered as the year when everything changed, as far as markets are concerned, we seem to be trapped in the same powerful dynamics that were in place a year ago, and which have become even more deeply entrenched as a result of the pandemic.
Webinar: ESG and Sustainable Investing – Aligning Your Values with Your Investments
Walkner Condon’s ESG & Sustainable Investing Webinar covers the basics of Environmental, Social, and Corporate Governance, ESG trends from 2020, and ESG outlook for 2021 and beyond.
Seven Things to Know About ESG and its Role in “Sustainable” Investing
Changing investor preferences and generational differences are among the forces driving the popularity of ESG. Here are seven things you should know about ESG, including what it is, what it includes, and more.
What is Going on with GameStop?
Driven by the Wall Street Bets subreddit and boosted by Elon Musk, GameStop stock has skyrocketed in value. So what’s behind this investing trend that has taken the internet by storm?
Investment Guide: Reviewing 2020 and Financial Outlook for 2021
This comprehensive investment guide looks back at 2020 and provides an investment outlook and trends we see in 2021 in the markets.
Four guidelines to consider before you refinance your home
There are four main criteria that I consider when helping clients make the decision of refinancing their mortgage, and none of the criteria are based on how many times they have refinanced or the recency of their last refinance.
What is a Certified Financial Planner®?
Whether you’ve had a financial advisor for years or you manage your own financial plan, you’ve likely seen the acronym CFP® before, even if it’s just been in passing. So, what does it mean and why does it matter?
A Thanksgiving Like No Other
While 2020 has been a tumultuous year for many of us, it has also provided a unique lens to view the things for which we’re thankful. As he battles the coronavirus himself, Jonathon Jordon, CFP®, pens his thoughts on an altogether different Thanksgiving.
What are my 401k options if I get laid off?
Unfortunately, 2020 has been filled with layoffs, mass job cuts and furloughs. We break down the four 401k plan options to consider if you’ve lost your job.
Challenges, Additions and Optimism: Where Walkner Condon is Going
The story of 2020 is yet to be over, but it will be a year that will never be forgotten. We have faced some of the greatest challenges as a company, namely the battle that the co-founder of our...
Will My Taxes Change Under a Biden Presidency?
In a Biden presidency, we examine possible changes to tax rates, the possibilities of rollbacks of tax cuts, and status quo for many.
Schwab & TD Ameritrade are Officially One Firm
We believe that the Schwab/TD Ameritrade combined company will offer one of the most complete offerings for our clients. Shortly after the announcement of the merger, Walkner Condon added the Schwab platform to our list of custodians.