Buy Energy? Liz Drills Down March 1, 2022 Economy and the Markets 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 Nowkeyboard_arrow_right
Chart of the Week: Is Global Strife a Signal to Sell? February 28, 2022 Investing Chart of the Week, Jeff DeMaso, politics, sell signal As gut-wrenching as it is, this is not the first time in history that war has broken out in Europe. Is a major geopolitical crisis always a sell signal? To help answer this question and provide some context, I hit the history books and marked the onset of military conflicts (or near … Read Morekeyboard_arrow_right
Focused on Fundamentals Amid Harrowing Headlines February 25, 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 Evolving Crisis in Ukraine February 24, 2022 Adviser Fund Update Jeff DeMaso, Jim Lowell, Ukraine Chief Investment Officer Jim Lowell and Director of Research Jeff DeMaso offer their insight and analysis on the events unfolding today in Ukraine and the impact on financial markets. Please look for additional coverage in tomorrow’s Weekly Update.Watch Nowkeyboard_arrow_right
The Rise of Algorithms: How Machines Move Markets February 22, 2022 Economy and the Markets Josh Jurbala, Machine Learning, Trading Algorithms, volatility This week’s reader question: What is algorithmic trading and is it causing the volatility we’re seeing today in the stock market? Quantitative Investments Manager Josh Jurbala had this to say: Great question on a very relevant topic. First, let me explain what we mean by algorithmic trading: An algorithm is a rules-based … Read Morekeyboard_arrow_right
U.S. Officials Are Finally Taking Crypto Seriously February 22, 2022 Economy and the Markets 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 Nowkeyboard_arrow_right
Choosing the Executor of Your Estate: Roles and Responsibilities February 22, 2022 Financial Planning estate planning, trusts Selecting the executor of your estate is a key step to ensure your estate planning wishes are fulfilled. To help you make an informed selection, here are factors to consider, including the individual’s character and their ability to fulfill the required roles and responsibilities.Read Morekeyboard_arrow_right
Chart of the Week: Debunking Dollar-Cost Averaging February 18, 2022 Investing Chart of the Week, compounding, Jeff DeMaso, market timing, portfolio manager Last Friday’s Chart of the Week got me thinking about the age-old investing question: If you have a chunk of money you want to put in the markets, should you invest it all in one go (in a lump sum) or spread it out over time (dollar-cost averaging)? To compare the … Read Morekeyboard_arrow_right
Early Retirement Playbook February 18, 2022 Retirement early retirement, financial planning, Retirement Spending The surge in early retirement during the COVID-19 pandemic (also known as the great resignation) has become a bona fide megatrend. If you are part of that trend or just thinking about retiring in the near future, here are four ways to make the transition feasible as well as fun: Get a … Read Morekeyboard_arrow_right
Will “Story Stocks” Have an Unhappy Ending? February 18, 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
Dump Your Bonds? Not So Fast! February 16, 2022 Investing bond alternatives, bond yields, bonds, Cash, inflation, interest rates I can’t blame anyone for raising their eyebrows and asking about their bond investments right now. A recent CNBC segment on bonds featured a market strategist who said he would “short the whole lot of them.” While he’s not alone in that sentiment, I wholeheartedly disagree. In fact, anytime someone tells you … Read Morekeyboard_arrow_right
Is It Time to Give Up Growth Stocks for Value? February 16, 2022 Adviser Fund Update Growth stocks., Jim Lowell, Value investing With interest rates on the rise, is it time to focus on value and set growth aside? Chief Investment Officer Jim Lowell looked at the ongoing growth vs. value debate between in our recent webinar, Diversification Is Dead…and Other Modern Myths.* Please enjoy the excerpt below and click here … Listen Nowkeyboard_arrow_right