Chart of the Week: Market Responses to Outstanding Months August 15, 2022 Economy and the Markets Chart of the Week, Jeff DeMaso, market rebound, timing Vanguard’s 500 Index fund (a proxy for the S&P 500 index, since you can’t invest directly in an index) gained 9.2% in July—the fund’s 13th best month since its 1976 inception. Given that the S&P 500 fell more than 20% in the first half of the year, the market was probably “due” for … Read Morekeyboard_arrow_right
The So-Called Inflation Reduction Act August 14, 2022 Financial Planning Andrew Busa, financial planning, Inflation Reduction Act, medicare Inflation may be leveling out—and that’s before the Inflation Reduction Act even passes into law. This sweeping legislative package seeks to lower energy prices and health care costs, but will it really lower inflation’s impact on you and me? Tough to say. When we were bracing for the American Families Plan proposed … Read Morekeyboard_arrow_right
Diana Linn on the Future of Social Security August 11, 2022 Adviser Takeaways In our latest Adviser Takeaway video, Account Executive and Financial Planner Diana Linn shares her expert perspective on the financial planning news and trends that matter to you. If you have questions for Diana or the Adviser team, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Unpacking the Inflation Reduction Act August 9, 2022 Today's Market Takeaways video In our newest Adviser Takeaways video, Senior Research Analyst Liz Laprade shares her perspective on the themes and events that will drive market activity this week. If you have questions for Liz, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Chart of the Week: The Better Recession Question August 8, 2022 Economy and the Markets Chart of the Week, gdp, Jeff DeMaso, recession, timing The economy—measured by real GDP—contracted in both the first and second quarters this year. So, are we in a recession or not? We say: Who cares? The question investors should be asking is “What do we do with the information?” To help answer this question, I identified past periods when GDP went … Read Morekeyboard_arrow_right
The ‘Mega Backdoor’ Roth IRA August 8, 2022 Financial Planning financial planning, IRAs, retirement accounts, roth ira We’re big fans of Roth IRAs. Who doesn’t love tax-free growth? But Roth IRAs come with limitations on who can contribute to them—and how much they can contribute—based on annual income. There’s a workaround, however. One fairly common strategy that skirts these limitations is the “backdoor” Roth conversion—you roll (or transfer) funds … Read Morekeyboard_arrow_right
Protecting Retirement Savings Against Losses August 5, 2022 Investing bear market, interest rates, Jeff DeMaso, recession, The Fed, webinar Investors approaching retirement or already there are understandably concerned about the impact of a bear market on their hard-earned assets. What can they do to protect their retirement savings? Manager of Financial Planning Andrew Busa and Interim Director of Research Jeff DeMaso discussed some options in our recent webinar,* Bear … Listen Nowkeyboard_arrow_right
What’s the Difference Between a ‘Hard’ and ‘Soft’ Landing? August 4, 2022 Investing bear market, interest rates, Jeff DeMaso, recession, The Fed, webinar If, like so many of our clients, you’re a regular consumer of financial news, you’ve surely heard Federal Reserve Chair Jerome Powell discussing the central bank’s aim for a “soft landing” resulting from its interest-rate hike policy. Interim Chief Investment Officer and Director of Research Jeff DeMaso parsed the difference between a … Listen Nowkeyboard_arrow_right
Are We Headed for Stagnation? August 4, 2022 Investing Andrew Busa, bear market, Jeff DeMaso, recession, webinar We hear it a lot: What are the chances that we’ll see long-term stagnation—say, a decade of low or no returns for stocks or bonds? And how can investors plan for this scenario? Interim Director of Research Jeff DeMaso and Manager of Financial Planning Andrew Busa discussed some options in our recent … Listen Nowkeyboard_arrow_right
The 10-Year Rule and Your RMDs August 4, 2022 Adviser Takeaways In our latest Adviser Takeaway video, Manager of Financial Planning Andrew Busa shares his expert perspective on the financial planning news and trends that matter to you. If you have questions for Andrew or the Adviser team, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Women & Wealth: Questions to Ask a Financial Adviser About Retirement August 4, 2022 Financial Planning High-net-worth women have unique retirement planning needs and, therefore, should be asking their financial advisers these retirement questions…Read Morekeyboard_arrow_right
Fidelity Brings ESG to Its 529 August 3, 2022 Adviser Fund Update 529 plans, Fidelity, Jeff DeMaso Late last year, some investors in Vanguard’s target-date funds got hit with a hefty surprise tax bill. Now it's going to cost the fund giant.Read Morekeyboard_arrow_right