Article Will Rising Wages Lead to Inflation? August 20, 2019 Won’t the cost of goods and services go up if low unemployment causes wage increases? It’s a question we hear a lot. Vice President Steve Johnson discussed the relationship between wages and inflation and what that can tell us about today’s economy in our recent quarterly webinar*: Tariffs, Trade and Trump. … Read Morekeyboard_arrow_right
Article Stock Buybacks and the Truth About Earnings August 5, 2019 Corporate stock buybacks are the media’s current Wall Street whipping boy, and pundits often claim that the sole purpose of a buyback is to inflate earnings per share (EPS) and prop up the stock market. Criticism has become particularly heated recently as companies repurchased more than $1 trillion in stock over the past … Read Morekeyboard_arrow_right
Article Vanguard to Offer Private Equity Investments? June 26, 2019 Knowing Your Number Can Prepare You for a Bear Market The stock market hit new highs this month. Yet many investors remain undeniably gloomy. Economic expansions and bull markets don’t die of old age. (Just ask any Australian under the age of 28; that country hasn’t seen a recession since 1991.) … Read Morekeyboard_arrow_right
Article Focus on the Fed: Any Hint at Future Rate Cuts Could Move Markets June 17, 2019 Remember when the conversation centered on whether the Fed would raise interest rates or not? That talk has turned 180 degrees, with the financial chattering classes pondering whether a rate cut is imminent. This despite economic growth continuing apace, strong employment levels and interest rates that remain conducive to borrowing—just this … Read Morekeyboard_arrow_right
Podcast Ten Years Later—Lessons From a Market Collapse (and Recovery) By Daniel P Wiener, Jeffrey DeMaso — September 20, 2018 Lehman Brothers’ collapse 10 years ago kicked off the financial crisis. What lessons have we learned as long-term investors over the last decade? And how can you apply them to your portfolio going forward?Listen Nowkeyboard_arrow_right
Podcast Bull Market Record, Bull By Daniel P Wiener, Jeffrey DeMaso — September 13, 2018 Are we in a record bull market or not? Does it matter? Learn what we think investors should focus on over the long term.Listen Nowkeyboard_arrow_right
Podcast Making Sense of Market Corrections By Jeffrey DeMaso, Brian Mackey — February 21, 2018 Market corrections are normal. But when do they signal something more, and how should they factor into your long-term investment plans?Listen Nowkeyboard_arrow_right
Guide Special Report Focus on Market Cycles, Not Election Cycles October 24, 2017 Set against global economic uncertainty and dire electioneering forecasts for the worst of times here, it’s hard to stay focused on the evidence for continued slow growth (not no growth) in the U.S. The 2020 primary-to-presidential election campaign is provoking more concern about our country’s future than any in recent memory. But … Read Morekeyboard_arrow_right