Article Chart of the Week: What Follows a 10%-Plus Decline? By Jeffrey DeMaso — June 27, 2022 By now, you are probably well aware that stocks have had a rough first half of the year. But most investors are invested in a blend of stocks and bonds—so how have balanced portfolios fared in down markets like this one? Pundits have pronounced the classic balanced portfolio dead for years. (Wall … Read Morekeyboard_arrow_right
Article SEC Goes After Fund Names June 22, 2022 Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right
Article Chart of the Week: Does Following the Dollar Make Sense? By Jeffrey DeMaso — June 13, 2022 With the U.S. dollar trading around a 20-year high, it’s no wonder the greenback is in the news. Will the dollar continue to strengthen or is it set up for a fall? I don’t have a crystal ball. But it isn’t an idle question for investors trying to figure out when foreign … Read Morekeyboard_arrow_right
Article Target Date Fund Underperformance June 8, 2022 Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right
Guide The 5 Steps to Thriving in Volatile Markets Updated: June 3, 2022 Whenever the U.S. stock market hits a rough patch, it’s hard to escape the relentless reports of doom and gloom. Turn on the television or radio, or surf the web and you’re confronted with worrisome headlines that bemoan every dip and dive in the markets. The constant drone of bad news, stoked … Read Morekeyboard_arrow_right
Article Bonds Are Acting Like Bonds Again By Chris Keith — June 2, 2022 It’s amazing what a turnaround in performance can do for the value of your holdings…and for your peace of mind. That’s right, bonds started behaving more like, well, bonds again in May and investors breathed a sigh of relief. Clearly there’s been a change in market sentiment, which is something I touched … Read Morekeyboard_arrow_right
Article 529 Plan FAQs May 31, 2022 What better time to answer often-asked questions about 529 college saving plans than high school graduation season? Common 529 Plan Questions Who should own a 529 plan? Anyone can open a 529 (college savings) plan, but parents or grandparents are the most common account owners (with their children and grandchildren … Read Morekeyboard_arrow_right
Article Chart of the Week: A More Manic Mr. Market By Jeffrey DeMaso — May 31, 2022 If the stock market seems more volatile this year, that’s because it is. Since its 1957 inception, the S&P 500 index has typically moved about 0.7% up or down on any given day. So far this year, the S&P’s average daily move has been 1.2%. What's causing this market volatility? If 2022 … Read Morekeyboard_arrow_right
Article Can Investors Clean Up With Clean Energy? By Adam Johnson — May 31, 2022 This week’s reader question: With gas prices high and oil supply chains disrupted, is now a good time to buy clean energy stocks? Adam Johnson, portfolio manager, Adviser Investments’ American Ingenuity strategy: I’m a big believer in clean energy companies. Whether you call it “renewable,” “green” or “alternative” … Read Morekeyboard_arrow_right
Article Crypto: Making a Play for Your 401(k) By Jeffrey DeMaso — May 15, 2022 This week’s reader question: Does bitcoin belong in my 401(k) portfolio? This has been a hot topic since Fidelity announced it was queuing up to allow companies to include bitcoin in their 401(k) plans. The Department of Labor—which regulates 401(k) plans—has cast shade on the idea. Nonetheless, company boards are weighing … Read Morekeyboard_arrow_right