Article Chart of the Week: After 2021 Lull, Volatility Is Back By Jeffrey DeMaso — March 21, 2022 As a client of Adviser Investments, you never have to face volatile or uncertain periods alone.Read Morekeyboard_arrow_right
Article Chart of the Week: Will High Gasoline Prices Lead to Recession? By Jeffrey DeMaso — March 14, 2022 As was drilled into me in Econ 101, two factors drive prices—supply and demand. The past two years have certainly provided professors of the dismal science ample real-world examples we can all relate to—particularly at the gas pump. If demand dries up, then prices fall. During the initial COVID-19 economic lockdown in … Read Morekeyboard_arrow_right
Article Is It Time to Buy Energy Stocks? By Elizabeth Laprade — March 8, 2022 This week’s reader question: With oil prices spiking, is now the time to bulk up on energy sector stocks? The price of crude oil has reached its highest level in more than a decade, leading to sticker shock at the gas pump. We also saw energy sector stocks, which popped … Read Morekeyboard_arrow_right
Article Chart of the Week: Keeping an Eye on the Homes Front By Jeffrey DeMaso — March 7, 2022 People are buying houses at a clip last seen in the housing market bubble of the mid-aughts. Do we think this is another bubble in the making? No. Housing has been misaligned since the pandemic struck—first demand dried up, and then the market rebounded rapidly. With time, and as we return to … Read Morekeyboard_arrow_right
Article Chart of the Week: Is Global Strife a Signal to Sell? By Jeffrey DeMaso — February 28, 2022 As gut-wrenching as it is, this is not the first time in history that war has broken out in Europe. Is a major geopolitical crisis always a sell signal? To help answer this question and provide some context, I hit the history books and marked the onset of military conflicts (or near … Read Morekeyboard_arrow_right
Article The Rise of Algorithms: How Machines Move Markets By Josh Jurbala — February 22, 2022 This week’s reader question: What is algorithmic trading and is it causing the volatility we’re seeing today in the stock market? Quantitative Investments Manager Josh Jurbala had this to say: Great question on a very relevant topic. First, let me explain what we mean by algorithmic trading: An algorithm is a rules-based … Read Morekeyboard_arrow_right
Article Chart of the Week: Debunking Dollar-Cost Averaging By Jeffrey DeMaso — February 18, 2022 Last Friday’s Chart of the Week got me thinking about the age-old investing question: If you have a chunk of money you want to put in the markets, should you invest it all in one go (in a lump sum) or spread it out over time (dollar-cost averaging)? To compare the … Read Morekeyboard_arrow_right
Article Chart of the Week: Making Up for Poor Timing By Jeffrey DeMaso — February 14, 2022 I thought I was getting a jump on things by contributing to my nine-month-old son’s 529 plan at the start of the year. Then I caught myself thinking: If only I had waited a month or simply been a little slower to get my act together, I could’ve bought in at lower … Read Morekeyboard_arrow_right
Podcast Your Bond Questions Answered February 9, 2022 FEATURING Jeff DeMaso, Chris Keith, Charlie Toole, Josh Jurbala Rising inflation and the prospect of rate hikes have been a one-two punch to the bond markets this year—and fixed-income investors may be feeling the pain. In this kind of environment, why own bonds at all? Our experts have that answer and more. … Listen Nowkeyboard_arrow_right
Article Chart of the Week: A Lesson From Warren Buffett By Jeffrey DeMaso — February 7, 2022 Why can’t investors own the “consistently best-performing funds”? We certainly would if we could, but it’s far easier said than done. At Adviser Investments, we work incredibly hard to partner with managers who will outperform over time. However, expecting the managers we invest with (or any manager, really) to outperform the S&P … Read Morekeyboard_arrow_right