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Thursday, November 5, 2020
Dear Bair Financial Planning Community, The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of...
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Friday, October 2, 2020
October 2, 2020 Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number...
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Thursday, October 1, 2020
Credit Cards: Which Credit Card is Right for You? October 1, 2020 Credit cards are kind of like chainsaws. When used properly they can be extremely helpful tools, but if they are used improperly, they have the ability create a...
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Wednesday, September 9, 2020
Budgeting: The Nose Game - A budget is a tool for allocating your income; budgeting can be helpful in meeting short and long-term goals - Get started by determining after-tax income and how income can be allocated - Track spending and...
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Thursday, September 3, 2020
September 3, 2020 Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books again, and Labor Day gatherings. But unlike other years,...
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Thursday, August 6, 2020
August 6, 2020 The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in cases. According to the...
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Tuesday, July 14, 2020
July 14, 2020 We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that...
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Wednesday, July 1, 2020
The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the...
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Tuesday, June 30, 2020
June 30, 2020 The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a...
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Thursday, June 4, 2020
June 4, 2020 As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US businesses...
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Thursday, May 21, 2020
May 21, 2020 “Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people lost their...
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Friday, April 24, 2020
“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz, Hall of Fame football coach As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it....
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Monday, April 13, 2020
Key Provisions in the CARES Act and Financial Planning Implications On March 27th, the CARES act was signed into law to provide relief for individuals and businesses that are being impacted by the coronavirus pandemic. This $2.2...
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Thursday, April 2, 2020
April 2, 2020 H “Every decade or so, dark clouds will fill the economic skies, and they will briefly rain gold. When downpours of that sort occur, reach for a bucket.” —Warren Buffett H The battle with COVID-19 rages...
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Friday, March 13, 2020
March 13, 2020 Bair Financial Planning Family, We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts...
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Thursday, January 2, 2020
January 2, 2020 Dear Bair Financial Planning Family and Friends, Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market...
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Friday, November 15, 2019
Weekly Market Commentary November 15, 2019 The Markets Last week, major United States stock indices finished at historic highs. According to a source cited by Barron’s, U.S. stock markets are responsible for creating $6 trillion...
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Monday, October 7, 2019
How much social security income will you receive? View our Social Security Benefit Facts to answer some of your most common questions: Social Security Retirement Benefit Basics If you have more questions, you can contact us for a...
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Sunday, October 6, 2019
October 6, 2019 Dear Valued Investor: Summer has turned to fall, and there’s already a little chill in the air. Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although...
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Thursday, October 3, 2019
Market BlogOctober 02, 2019 Just like that, the S&P 500 Index fell more than 1% on the first day of October. The rough start has many investors on edge, as October is known for spectacular crashes—specifically 1929, 1987, and...
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Friday, September 13, 2019
September 13, will be the first Friday the 13th since July 2018. For most people, this is just another day, unless you suffer from triskaidekaphobia—the fear of the number 13. A fear of the actual day of Friday the 13th is called...
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Wednesday, September 4, 2019
The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately 1.8% in August as trade...
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Wednesday, August 14, 2019
I recently met with Olga Alvarez, Estate Planning attorney and partner at Heisner Alvarez Attorneys at Law. I met Olga through the Lawyers Club of San Diego, she is a past President of this specialty Bar Association committed to the...
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Monday, November 12, 2018
The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives,...
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Thursday, October 11, 2018
The first day of fall may be in September, but the beginning of October is when that autumn feeling really kicks in. Whether you’re mourning the end of long summer days or embracing the return of pumpkin spice at your local...
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Thursday, September 6, 2018
It’s back to school for students all across the country, and whether it’s the first week in kindergarten, high school, or college, parents and students alike are excited yet probably nervous at the same time. What will the...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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Wednesday, July 11, 2018
The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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As a socially conscious wealth management firm, we feel a strong responsibility to invest in companies and causes that contribute towards a better world (which led to the development of our High Impact Portfolios). With that said, we...
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Friday, June 8, 2018
The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may...
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As a socially conscious wealth management firm, we feel a strong responsibility to invest in companies and causes that contribute towards a better world (which led to the development of our High Impact Portfolios). With that said, we...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next....
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Friday, May 25, 2018
I was drawn to Conscious Capitalism because as a business owner I believe that while it is important to make a profit to stay in business and provide income for our staff, it is not the only thing that matters. Being a member of...
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Tuesday, May 22, 2018
“Modern Military Families” The face of the US Military is changing. It was only a few years ago that LGBT military members could not openly serve and they had to keep their families hidden for fear of being fired. Just...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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Friday, May 11, 2018
May’s arrival has brought warmer weather to many parts of the U.S. (finally), but it also brings talk of one of the most widely cited stock market clichés in history. “Sell in May and go away” is a longstanding...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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Thursday, April 5, 2018
The month of April has opened with some volatile market swings, accompanied by speculation of an escalating trade war. It’s during times like this that we need to take a step back, avoid getting caught up in the headlines, and...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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Here is a great piece on volatility Click Here to Read More
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Tuesday, March 27, 2018
How can you clean up financial clutter? 1. Review your financial plan You should review your retirement assets, plans to fund education, estate planning, risk and asset management, and emergency funds. It is crucial to revisit and...
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Monday, March 26, 2018
The first quarter of 2018 is wrapping up, and it’s time to spring forward and look ahead to what we could expect in the coming months. After a large market drop kicking off the month of February, March has been relatively calm...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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Friday, March 23, 2018
You may not personally own a gun, but your investment portfolio might. Unless your investment advisor is like us, and uses some sort of screening criteria in their stock selection process with Socially Responsible Investing (SRI)...
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Boston, MA // January 26, 2018 Last week, Avangrid Renewables, a subsidiary of energy and utilities company Avangrid, announced that it signed a second power purchase agreement (PPA) with apparel and footwear company, Nike, to source...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
Read More
On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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Monday, February 26, 2018
Since we have added a new member to our Bair Financial Planning team, teamwork has been a big theme around our office. We have had many discussions about communication and what processes will work best for us, and ultimately for our...
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Wednesday, February 14, 2018
Marci's Interview with Jon Bailey, Founder/Chief Relationships Officer at i.d.e.a My inspiration for wanting to spotlight i.d.e.a was not only to highlight the accomplishments of Jon Bailey and Indra Gardiner Bowers, but also let you...
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On 1 January 2016, the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda for Sustainable Development — adopted by world leaders in September 2015 at an historic UN Summit — officially came into force. Over the next...
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Thursday, February 1, 2018
Presenting the LPL Research Outlook 2018: Return of the Business Cycle, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. “Return of the business cycle”...
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The enactment of the Tax Cuts and Jobs Act (TCJA) represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1For millions of Americans and businesses it means an altered financial and investment...
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Tuesday, January 2, 2018
I hope that you have enjoyed spending time with loved ones during this holiday season. This time of year often presents an opportunity for some additional rest and relaxation, but there is always the possibility for activity in the...
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Wednesday, December 13, 2017
Did you know that most homes in the United States are not covered for the #1 natural disaster – Flood? Think about all the personal items that sit on or near your ground floor (or in your garage). Even if your home only floods...
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Friday, December 8, 2017
It has been 30 years since the United States has seen a large tax overhaul. While there have been small changes to the tax code throughout the years, the last large tax changes occurred when President Reagan signed The 1986 Tax...
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Friday, November 17, 2017
We have been working with the tax team of Abbas, Jenson & Cundari, CPA’s for close to 25 years and have found them to always be responsive and understand the needs of our mutual clients. I recently met with them and asked them to...
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Wednesday, November 1, 2017
Alberto Cortes loves Mama’s Kitchen so much he has been there for 26 years! Alberto’s relationship with Mama’s Kitchen began as a Volunteer back in 1991, and he became a Board Member in 2000. He was hired as the...
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This time of year can seem quiet, with summer vacations and back to school behind us, but the buzz of the holiday season still a few weeks away. Although this sense of calm may be a welcomed break, there is plenty of activity in the U...
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Thursday, October 12, 2017
In this Community Spotlight I would like to introduce you to a well-loved organization, PFLAG. PFLAG stand for Parents, Families and Friends of Lesbians & Gays. It’s a wonderful organization that works to promote the health and...
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During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events...
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Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this...
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Tuesday, September 5, 2017
As millions of students are beginning their first year of college this fall, they have countless new experiences. New school, new friends, new living situations, new freedoms. While all this occurs, personal finances are sure to be the...
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Monday, August 21, 2017
Governance: the G in ESG investing. What does this mean exactly? When it comes to governance standards, impact investors want to know that companies use transparent and accurate accounting methods. They want to be sure companies have...
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Friday, August 18, 2017
Severe thunderstorms took away the opportunity for me to watch Stevie Wonder perform at the New Orleans Jazz and Heritage Festival in April of 2016. Recently, attending this festival has become my favorite annual trip to take with my...
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As summer winds down, vacations come to a close, and kids head back to school, the calendar is relatively quiet in terms of major market events. Earnings season for corporate America—which was a good one—is behind us. No...
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Tuesday, August 8, 2017
Bair Financial Planning is a strong supporter of local non-profit organizations and business owners that are making a difference in their community. From time to time we like to bring attention to them and help spread the word of the...
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Tuesday, August 8, 2017
This month's shareholder advocacy spotlight is on J.B. Hunt Transport Services, a Fortune 500 company and one of the largest transportation logistics company in North America. A 2014 study by the Human Rights Campaign found that 61% of...
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