Straight Forward Financial Advice From Experienced Investors
“Should I rent or buy?” Since buying a home is the largest purchase most people will ever make, this is a common financial dilemma. Buying is not for everyone—for some, renting may be a better or more affordable choice. Compared to Generation X and baby boomers, homeownership among millennials—those born …
Many an empty-nester saw a child off to school last week, proud and wistful as the car left the driveway or the campus receded in the rearview mirror post-drop-off. Those parents who invested early in a 529 plan probably breathed a little easier than those who did not. 529 …
We’ve been fielding questions lately about recessions and their impact on investors’ portfolios. These questions aren’t surprising, as the last recession (the “Great Recession” from the end of 2007 through June 2009) overlapped with steep stock market declines. So, to many, the idea of “recession” is linked to big …
We’re regularly asked how markets will react after to a Republican or Democratic victory in the 2020 Presidential Election. Chief Investment Officer Jim Lowell discussed this topic in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and click here for the full webinar replay to hear more. …
We don’t have a crystal ball. Instead, Adviser Investments’ strategists monitor economic and market indicators to help anticipate future market activity. Chief Investment Officer Jim Lowell and Equity Research Analyst Kate Austin discussed our research-based approach to analyzing investments in our recent quarterly webinar*: Tariffs, Trade and …
Common Misconceptions About Buybacks and How They Impact Your Portfolio
The on-again, off-again trade dispute between the U.S. and China continues to remain front-and-center in the financial press. Chief Investment Officer Jim Lowell discussed how trade negotiations impact the way Adviser Investments positions client portfolios in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and
Credit card fraud is the most common type of identity theft. And while a credit freeze is one preventative measure you can take, it may not always be necessary. What is a credit freeze and what does it do? Read on. A credit freeze simply restricts access to your …
This month saw the worst single-day performance for the Dow Jones Industrial Average in 2019, an 800-point (or 2%) drop. Last month, of course, saw a succession of new all-time highs in the equities markets. With the markets seemingly ready to swoon or spike with every presidential tweet, how …
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 …
With Federal Reserve decisions front and center in the financial press, we continue to pay close attention to their impact on the bond market. Chief Investment Officer Jim Lowell and Vice President Steve Johnson shared their perspectives on how these policy decisions affect fixed-income investors in our recent quarterly webinar: …
Though the data says we’re not yet in recession, it’s certainly true that recent headlines have been far from comforting. But does that mean now’s the time to get out of the stock market? Since we don’t think it’s possible to accurately time the market, our position has always been …
Nearly 11 years after Lehman Brothers’ collapse and the financial crisis began, it’s the question everyone’s asking: How much longer will the good times roll? Chief Investment Officer Jim Lowell discussed this in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and …
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