As we enter the last few days of 2020, we are encouraged by the introduction and initial deliveries of a COVID-19 vaccine yet remain in the midst of a new surge in the pandemic. The economic impact of the pandemic and election results have created unique but difficult...
Global pandemic, unprecedented government stimulus, record low GDP report, booming technology stocks and a red-hot IPO market – 2020 has been quite the year – and it is not over! A closely contested U.S. presidential election with record turnout appears to be...
With just days until the highly-anticipated 2020 presidential election, nerves are running high across the country. Markets have experienced significant volatility in recent weeks as investors grapple with how the outcome may impact returns. However, markets...
The federal lifetime gift and estate exemption stands at $11.58 million per person for 2020, but is set to revert to a base level of $5 million, plus inflation adjustments, in 2026. Last November, the Internal Revenue Service (IRS) issued final regulations clarifying...
New England Investment & Retirement Group, Inc. invites you to review our analysis on the role of Social Security in your retirement plan. This commentary provides an overview of the Social Security landscape and offers tips for claiming benefits. Social...
Mixed style factor performance, inflation risks remained low Key Observations The rebound in global assets continued in August, led by U.S. large cap equities, but value showed signs of life in Europe and China pulled emerging market equities into positive territory...
