Steve Johnson: Can Growth Stocks Regain Their Lost Luster? January 14, 2022 Investing video Join Vice President and Portfolio Manager Steve Johnson for his perspective on the themes and events that drove today’s market activity. If you have questions for Steve, please send them to info@adviserinvestments.com. …Watch Now keyboard_arrow_right
Bond Outlook 2022 January 11, 2022 Investing bonds, inflation, managed bonds by Chris Keith, Senior Vice President, Fixed Income Manager 2021 Bond Market in Review Before we get to our bond market outlook for 2022, let's look back on 2021. The year kicked off with a challenging Q1 for bond investors. Bonds battled back with positive …Read More keyboard_arrow_right
Liz Laprade on Growth Stocks: Here’s What’s Driving the Sell-off January 11, 2022 Investing Liz Laprade, video In our newest Today's Market 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 Now keyboard_arrow_right
Review Your 2022 Spending Plan January 10, 2022 Family Financials 2022, financial planning, New Year The new year brings new resolutions. This is an opportune time to review your financial goals and aspirations. Are you expecting any major expenses in 2022? A home renovation or a vacation house purchase? The start of college tuition or a return to travel when …Read More keyboard_arrow_right
Chart of the Week: Setting Your Expectations January 10, 2022 Investing bonds, Chart of the Week, Jeff DeMaso, stocks By Director of Research Jeff DeMaso At the start of every year, investors are inundated with outlooks and forecasts—most aren’t worth the paper they are written on. Rather than speculate on the future, I like to look back and see what history suggests our baseline expectation should be for market returns. …Read More keyboard_arrow_right
Steve Johnson on a Hawkish Fed and the NASDAQ’s Tumble January 7, 2022 Investing video Join Vice President and Portfolio Manager Steve Johnson for his perspective on the themes and events that drove today’s market activity. If you have questions for Steve, please send them to info@adviserinvestments.com. …Watch Now keyboard_arrow_right
Vanguard’s Biggest Tech Crash Ever? January 5, 2022 Adviser Fund Update mutual funds, vanguard Vanguard’s Biggest Tech Crash Ever? Vanguard’s website went AWOL for nearly a week just before New Year’s, potentially blocking thousands of customers from accessing year-end investment reports online. The company attributed the problems to a third-party vendor it works with to print its statements. Customers of the $8 trillion mutual fund …Read More keyboard_arrow_right
Liz Laprade on Market Forecasts: Cutting Through the Hype January 4, 2022 Investing Liz Laprade, video In our newest Today's Market Takeaways video, 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 Now keyboard_arrow_right
Chart of the Week: One Chart That Sums Up Stocks in 2021 December 31, 2021 Investing Chart of the Week, Jeff DeMaso, stocks By Director of Research Jeff DeMaso On the surface, 2021 was a smashing year for investors. Vanguard’s 500 Index fund gained nearly 27% (and that’s without including dividends) with barely a drawdown to speak of—the index fund spent all but two days at or within 5% of an all-time …Read More keyboard_arrow_right
Create or Revise Your Financial Plan December 31, 2021 Family Financials 2022, financial planning, New Year As our chairman, Dan Wiener, likes to say: “You can’t put a price on a good financial plan, so we don’t.” In the year’s final financial planning update, we’re taking a step back from the specifics to reflect more broadly on our financial planning philosophy and how we implement it for our …Read More keyboard_arrow_right
Happy New Year from Steve Johnson: What a Long Strange Trip It’s Been December 31, 2021 Investing video Join Vice President and Portfolio Manager Steve Johnson for his perspective on the themes and events that drove today’s market activity. If you have questions for Steve, please send them to info@adviserinvestments.com. …Watch Now keyboard_arrow_right
Chart of the Week: Will These Giants Stay Evergreen? December 27, 2021 Investing Chart of the Week, Jeff DeMaso, stocks By Director of Research Jeff DeMaso The big just keep getting mind-bogglingly bigger. The six largest companies in the U.S.—Apple, Microsoft, Alphabet (Google), Amazon, Tesla and Facebook (now Meta)—make up more than a quarter of the stock market’s size. Since the low point of the pandemic market shock in March 2020, …Read More keyboard_arrow_right