Investing for Life
This week’s reader question: How long will elevated inflation last? Is transitory still the right way to think about it? Portfolio Manager Charlie Toole had this to say: To say that this is a hotly debated topic is an understatement. Many analysts and investors view …
Read More keyboard_arrow_rightThe unwelcome surge of the delta variant of COVID-19 has already led to the reintroduction of some pandemic restrictions. In our webinar Rocket or Rollercoaster: Where Will the Markets Go From Here?, Chief Investment Officer Jim Lowell gave our take on whether another round of lockdowns could cripple our economy. Please …
Read More keyboard_arrow_rightFloods of fresh data and bold headlines come out every day claiming to provide insight on our economy. How do we separate the signal from the noise? In our webinar Rocket or Rollercoaster: Where Will the Markets Go From Here?, Chief Investment Officer Jim Lowell talked about the indicators …
Read More keyboard_arrow_right“Bullish” is almost too mild a word to describe the levels of enthusiasm that have helped propel the market to new highs in recent months, even as the broader economy is still recovering from the pandemic. Is it still worth investing in stocks with valuations so high? And can this bull market …
Read More keyboard_arrow_rightIsaac Newton may have thought that what goes up must come down, but a look at the S&P 500’s performance over the past year suggests today’s stock traders disagree with him. In our webinar Rocket or Rollercoaster: Where Will the Markets Go From Here?, Director of Research Jeff DeMaso …
Read More keyboard_arrow_rightAt Adviser Investments, we’ve been betting on health care for a long time, and the sector is a meaningful position inside most of our clients’ portfolios. But in recent months—even as doctors and scientists came up with a lifesaving COVID-19 vaccine in record time—health care stocks have underperformed the broader market. In …
Read More keyboard_arrow_rightThis week’s reader question is about future tax hikes: What does the Biden tax plan mean for investors? Should I be making changes to my financial plan or portfolio at this point? Vice President of Wealth Services Patrick Carlson had this to say... The first thing to remember is that all the …
Read More keyboard_arrow_rightA recent study showed that 87% of survey responders expressing concern about inflation. Is inflation something investors should worry about? Director of Research Jeff DeMaso discussed his inflation outlook in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy the excerpt below and Read More keyboard_arrow_right
We’ve made no secret of our overweight allocation to health care compared to the S&P 500. How should investors react when the sector is slumping, as it has been of late? Chairman Dan Wiener discussed the state of the health care industry and our approach to it in our recent webinar,* Read More keyboard_arrow_right
Save Some Money and Do Some Good
Months of horse-trading remain before a legislative package on infrastructure comes out of Capitol Hill, but we’re already hard at work analyzing what it could mean for numerous market sectors. Director of Research Jeff DeMaso explained how infrastructure spending casts a wide net in our recent webinar,* Inflation, …
Read More keyboard_arrow_rightShould investors try to replace the return on long-term bonds in a low-rate environment? Do bonds still have a role in a diversified portfolio? Chairman Dan Wiener discussed the state of the bond market in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy …
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