Article Chart of the Week: Shipping Costs Suggest Smooth Sailing By Jeffrey DeMaso — December 2, 2022 As with seemingly everything else in our lives, Thanksgiving dinner is more expensive this year than last.Read Morekeyboard_arrow_right
Article Signal From Static: The 60/40 Is Dead. Long Live the 60/40. By Daniel P Wiener — November 28, 2022 The 60/40 portfolio (60% stocks, 40% bonds) is dead. Or at least that’s the assumption given all the media hype.Read Morekeyboard_arrow_right
Article Chart of the Week: A More Expensive Thanksgiving By Jeffrey DeMaso — November 28, 2022 As with seemingly everything else in our lives, Thanksgiving dinner is more expensive this year than last.Read Morekeyboard_arrow_right
Article Chart of the Week: Crypto Chaos, Not Contagion By Jeffrey DeMaso — November 21, 2022 As much as politics and policy matter, election results make for poor inputs into your investment decision-making process.Read Morekeyboard_arrow_right
Podcast Year-End Financial Planning: To-Dos For ‘22 November 16, 2022 FEATURING Jeff Demaso and Andrew Busa When it comes to the markets, the past year has been a blur. But don’t let it slip away without taking a sharp look at your own year-end tax planning. There are several steps you can take now that will help soften the blow come … Listen Nowkeyboard_arrow_right
Article Signal From Static: Is COVID-19 Over? By Daniel P Wiener — November 14, 2022 While the labels are an easy out, the trouble is that there are many definitions of what constitutes a growth or value stock.Read Morekeyboard_arrow_right
Article Chart of the Week: Politics and Portfolios—a Mismatch By Jeffrey DeMaso — November 14, 2022 As much as politics and policy matter, election results make for poor inputs into your investment decision-making process.Read Morekeyboard_arrow_right
Article Chart(s) of the Week: Are Commodities an Inflation Refuge? By Jeffrey DeMaso — November 7, 2022 With inflation running hot, protecting portfolios against rising prices is top of mind -- are commodities the answer?Read Morekeyboard_arrow_right
Podcast Is This Bear Market Different? November 2, 2022 FEATURING Dan Wiener and Jeff DeMaso The past few months have been a wild ride—but is this bumpy trip through a bear market finally coming to an end? Chairman Dan Wiener and Interim CIO Jeff DeMaso are here to talk through recent developments, including: Can value continue to outperform growth? Has … Listen Nowkeyboard_arrow_right
Article Taking the Housing Market Slide in Stride By Jeffrey DeMaso — October 31, 2022 The housing market slide conjures memories of recession. But it doesn't appear we are on the verge of a housing collapse.Read Morekeyboard_arrow_right