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.
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.
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.
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?
This comprehensive investment guide looks back at 2020 and provides an investment outlook and trends we see in 2021 in the markets.
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.
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?
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.
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.
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...
In a Biden presidency, we examine possible changes to tax rates, the possibilities of rollbacks of tax cuts, and status quo for many.
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.