Article Chart of the Week: Shipping Costs Suggest Smooth Sailing By Jeffrey DeMaso — December 2, 2022 As with seemingly everything else in our lives, Thanksgiving dinner is more expensive this year than last.Read Morekeyboard_arrow_right
Podcast All About the Crypto Crash By Elizabeth Laprade, Jeffrey DeMaso — November 30, 2022 FEATURING Jeff DeMaso and Liz Laprade What the heck is going on with crypto? The headlines have been inescapable since crypto broker FTX went down in flames. But what actually happened with FTX? Will its failure take down the rest of the crypto-sphere? And what, if anything, does it mean for your … Listen Nowkeyboard_arrow_right
Article Chart of the Week: A More Expensive Thanksgiving By Jeffrey DeMaso — November 28, 2022 As with seemingly everything else in our lives, Thanksgiving dinner is more expensive this year than last.Read Morekeyboard_arrow_right
Article Vanguard Adds Automated Tax-Loss Harvesting to Robos November 23, 2022 What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Article Chart of the Week: Crypto Chaos, Not Contagion By Jeffrey DeMaso — November 21, 2022 As much as politics and policy matter, election results make for poor inputs into your investment decision-making process.Read Morekeyboard_arrow_right
Guide Special Report 2022 Year-End Thoughts for Your Portfolio and Personal Life November 17, 2022 When the days get shorter, it also means time is running out to make year-end tax-saving moves. This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio now may help prevent bigger headaches and tax bills come April. Topics include: Considerations on rebalancing … Read Morekeyboard_arrow_right
Podcast Year-End Financial Planning: To-Dos For ‘22 November 16, 2022 FEATURING Jeff Demaso and Andrew Busa When it comes to the markets, the past year has been a blur. But don’t let it slip away without taking a sharp look at your own year-end tax planning. There are several steps you can take now that will help soften the blow come … Listen Nowkeyboard_arrow_right
Article Chart of the Week: Politics and Portfolios—a Mismatch By Jeffrey DeMaso — November 14, 2022 As much as politics and policy matter, election results make for poor inputs into your investment decision-making process.Read Morekeyboard_arrow_right
Article The Bond Investor’s New Mantra By Chris Keith — Updated: November 10, 2022 Don’t allow perfect to be the enemy of good. Voltaire, the French writer and philosopher, is commonly thought to have made this important point first. Though he probably wasn’t referencing the bond market, his thinking is appropriate at this point in the current cycle: There’s no need for investors to wait for … Read Morekeyboard_arrow_right
Article Distribution Season Is Back—With Some Nasty Surprises in Store November 9, 2022 The markets have been anything but nice this year, but it’s mutual fund investors who might end up with a lump of coal in their stockings come December: Year-end fund distributions are set to begin in a few weeks, and many funds have realized capital gains despite the ongoing bear markets … Read Morekeyboard_arrow_right