Article Stock Options Basics: What You Need to Know March 23, 2023 Stock options are becoming a common part of many compensation plans as a means of enhancing benefits and retaining important employees. How do they work?Read Morekeyboard_arrow_right
Article Vanguard Doesn’t Solve Multi-Manager Problem With Latest Manager Swap October 3, 2019 Changing a fund manager can’t always change the dynamic. And we’re confident that the latest turnover at Vanguard’s $44.4 billion Windsor II fund is unlikely to overcome its fatal flaw: Too many cooks in the stock-picking kitchen. Windsor II, the mega-sized large-cap value fund with 10 managers at … Read Morekeyboard_arrow_right
Article Presidential Impeachment and Stock Markets: A (Very) Brief History September 30, 2019 Thankfully, when it comes to impeachments, there is very limited historical data to review. We don’t have useful market numbers for the 1868 impeachment of President Andrew Johnson, and even if we did, the markets were so different 150 years ago that a comparison would be all but useless. This leaves us … Read Morekeyboard_arrow_right
Article Vanguard Embezzlement Incident Underscores Need for Security September 19, 2019 Criminals blaming others for their actions is, sadly, nothing new. But Scott Capps, a former Vanguard employee, who was convicted of embezzling millions of dollars from the Malvern, Pa. fund giant, did at least come up with a novel excuse: He only stole all that money after Vanguard higher ups did not … Read Morekeyboard_arrow_right
Article ‘Great Recession’ PTSD and Volatility-Beating Portfolios September 3, 2019 We’ve been fielding questions lately about recessions and their impact on investors’ portfolios. These questions aren’t surprising, as the last recession (the “Great Recession” from the end of 2007 through June 2009) overlapped with steep stock market declines. So, to many, the idea of “recession” is linked to big drops in … Read Morekeyboard_arrow_right
Article How Will the Markets React to a Trump Loss in 2020? August 28, 2019 We’re regularly asked how markets will react after to a Republican or Democratic victory in the 2020 Presidential Election. Chief Investment Officer Jim Lowell discussed this topic in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and click here for the full webinar replay to hear more. * * … Read Morekeyboard_arrow_right
Article What Positive or Negative Trends Do You See in the Markets? August 27, 2019 We don’t have a crystal ball. Instead, Adviser Investments’ strategists monitor economic and market indicators to help anticipate future market activity. Chief Investment Officer Jim Lowell and Equity Research Analyst Kate Austin discussed our research-based approach to analyzing investments in our recent quarterly webinar*: Tariffs, Trade and Trump. Please … Read Morekeyboard_arrow_right
Article What If Trade Negotiations With China Fail? August 26, 2019 The on-again, off-again trade dispute between the U.S. and China continues to remain front-and-center in the financial press. Chief Investment Officer Jim Lowell discussed how trade negotiations impact the way Adviser Investments positions client portfolios in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and click here for … Read Morekeyboard_arrow_right
Article Preparing for a Bumpy Ride August 22, 2019 This month saw the worst single-day performance for the Dow Jones Industrial Average in 2019, an 800-point (or 2%) drop. Last month, of course, saw a succession of new all-time highs in the equities markets. With the markets seemingly ready to swoon or spike with every presidential tweet, how can an … Read Morekeyboard_arrow_right
Article Will Rising Wages Lead to Inflation? August 20, 2019 Won’t the cost of goods and services go up if low unemployment causes wage increases? It’s a question we hear a lot. Vice President Steve Johnson discussed the relationship between wages and inflation and what that can tell us about today’s economy in our recent quarterly webinar*: Tariffs, Trade and Trump. … Read Morekeyboard_arrow_right