3 Savvy Budgeting Strategies April 11, 2022 Financial Planning budget, bugeting Budgeting is something that many of us would rather avoid. But it’s an essential exercise—and often far easier than you think. In fact, investing time today will help you manage your money more efficiently and reach your goals faster in the future. Let’s explore three common budgeting methods and how they might … Read Morekeyboard_arrow_right
Steve Johnson: Words Matter When Fed Heads Chatter April 8, 2022 Economy and the Markets 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 Nowkeyboard_arrow_right
The Lowdown on Elon Musk’s Surprise Stake in Twitter April 5, 2022 Economy and the Markets Elon Musk, 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 Nowkeyboard_arrow_right
Medical Power of Attorney: Overview and Preparations April 5, 2022 Financial Planning estate planning, health care proxy, medical power of attorney Maintaining a medical power of attorney helps ensure your health care wishes are followed if you become incapacitated. Learn more.Read Morekeyboard_arrow_right
Tips for Tax-Loss Harvesting April 4, 2022 Taxes Cathy Lee, stock market, Tax efficient investing, Tax-loss harvesting, taxes, Weekly Question This week’s reader question: What is the best way to think about tax-loss harvesting—what are your thoughts on timing and best practices? Cathy Lee, Tax Associate, had this to say: Tax-loss harvesting—selling a losing investment to reduce your tax obligations—can help minimize taxes by offsetting capital gains and up to … Read Morekeyboard_arrow_right
Chart of the Week: Does a Yield-Curve Inversion Mean Recession Is Coming? April 4, 2022 Economy and the Markets bond yields, Chart of the Week, chartoftheweek, Jeff DeMaso, recession, yield curve The handwringing over a “yield-curve inversion” presaging recession has begun. Be prepared to hear a whole lot more about inversions in the weeks, months and quarters ahead. First, a definition. The “yield curve” refers to a line on a chart mapping the yields of Treasury bonds of various maturities. Most of … Read Morekeyboard_arrow_right
There’s Green on the Screen, No Fooling April 1, 2022 Economy and the Markets 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 Nowkeyboard_arrow_right
Remembering Fidelity’s Ned Johnson March 30, 2022 Adviser Fund Update Fidelity, mutual funds Vanguard has called a halt to its plans to launch an actively managed China equity fund, previously planned to roll out this quarter.Read Morekeyboard_arrow_right
Are Your Bonds Broken? March 29, 2022 Investing bond yields, bonds, inflation, interest rates, rising rates There’s nothing wrong with your high-quality bonds, though I can’t blame you for thinking otherwise. Your eyes are not deceiving you—there’s red on the screen and market values have declined this month, which is frustrating to witness. Here’s my perspective on what it means and what it doesn’t. To begin with, I … Read Morekeyboard_arrow_right
Intestate Succession: What Is It and How Do You Avoid It? March 29, 2022 Financial Planning estate planning, wills To expedite the distribution of your estate and increase your family’s financial security after your death, avoid intestate succession.Read Morekeyboard_arrow_right
Why Bother With Bonds? Liz Weighs In March 29, 2022 Economy and the Markets 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 Nowkeyboard_arrow_right
Chart of the Week: The Reality of Wartime Returns March 28, 2022 Economy and the Markets Chart of the Week, chartoftheweek, Jeff DeMaso, recession, russia, Ukraine, war A month ago, Russia invaded Ukraine; surely stocks are down and bonds are up since then, right? Not quite. This week’s chart plots the returns of a few major markets as measured by Vanguard’s index funds. Going region by region for stocks: European equities fell the hardest at first—no surprise there—but after … Read Morekeyboard_arrow_right