Article All About I-Bonds By Chris Keith — April 18, 2022 All About I-Bonds What are I-Bonds? Well, they won’t cure high inflation or reduce volatility in the stock market, but they have become a popular portfolio component of late. You just have to keep their limitations in mind. Here’s a quick primer: Like plain-vanilla Treasury bonds, Series I U.S. Savings Bonds (I-Bonds) … Read Morekeyboard_arrow_right
Podcast Lessons From a Volatile First Quarter April 6, 2022 FEATURING Dan Wiener and Jim Lowell The war in Ukraine, lockdowns in China, rising inflation and talk of a looming recession—bad news bingo roiled markets through the first three months of 2022. In this episode of The Adviser You Can Talk To Podcast, Dan Wiener and Jim Lowell sit down to discuss … Listen Nowkeyboard_arrow_right
Article Tips for Tax-Loss Harvesting By Cathy Lee — April 4, 2022 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 $3,000 … Read Morekeyboard_arrow_right
Article Are Your Bonds Broken? By Chris Keith — March 29, 2022 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
Podcast Panic Selling and Relief Rallies: Our Experts Weigh In March 23, 2022 FEATURING Steve Johnson, Liz Laprade, Chris Keith, Josh Jurbala and Adam Johnson The past several weeks have been some of the most volatile in history for both stocks and bonds, with war, inflation, and a new COVID crackdown in China just a few of the crises causing tumult for investors. In this episode … Listen Nowkeyboard_arrow_right
Article Chart of the Week: After 2021 Lull, Volatility Is Back By Jeffrey DeMaso — March 21, 2022 As a client of Adviser Investments, you never have to face volatile or uncertain periods alone.Read Morekeyboard_arrow_right
Article Chart of the Week: Will High Gasoline Prices Lead to Recession? By Jeffrey DeMaso — March 14, 2022 As was drilled into me in Econ 101, two factors drive prices—supply and demand. The past two years have certainly provided professors of the dismal science ample real-world examples we can all relate to—particularly at the gas pump. If demand dries up, then prices fall. During the initial COVID-19 economic lockdown in … Read Morekeyboard_arrow_right
Article Is It Time to Buy Energy Stocks? By Elizabeth Laprade — March 8, 2022 This week’s reader question: With oil prices spiking, is now the time to bulk up on energy sector stocks? The price of crude oil has reached its highest level in more than a decade, leading to sticker shock at the gas pump. We also saw energy sector stocks, which popped … Read Morekeyboard_arrow_right
Article Chart of the Week: Keeping an Eye on the Homes Front By Jeffrey DeMaso — March 7, 2022 People are buying houses at a clip last seen in the housing market bubble of the mid-aughts. Do we think this is another bubble in the making? No. Housing has been misaligned since the pandemic struck—first demand dried up, and then the market rebounded rapidly. With time, and as we return to … Read Morekeyboard_arrow_right
Article Chart of the Week: Is Global Strife a Signal to Sell? By Jeffrey DeMaso — February 28, 2022 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