Podcast Introducing Tim Clift By Tim Clift, Jeffrey DeMaso — January 30, 2023 In our latest podcast, Adviser’s new chief investment officer, Tim Clift, sat down with Portfolio Manager Jeff DeMaso to discuss what trends Tim is seeing in the markets as we emerge from the bear cave of 2022, including the return of bonds, the resurgence of global equities and the role alternatives can … Listen Nowkeyboard_arrow_right
Article Chart of the Week: Can Foreign Currency Changes Boost Investment Returns? January 30, 2023 We could see a potential government shutdown later in the year, wherein federal agencies are forced to cease all nonessential functions.Read Morekeyboard_arrow_right
Article Signal From Static: Inflation Fears Roar Back (in the Discourse, That Is) By Daniel P Wiener — January 30, 2023 When inflation is high or there's turmoil in the markets, pundits pushing gold yell louder, ignoring the disadvantages of investing in gold. Read Morekeyboard_arrow_right
Article The Debt-Ceiling Dilemma By Jennifer Yousif — January 23, 2023 The din from the debt-ceiling debate is almost deafening, and it’s likely to get worse. Though the reality may not be quite so bad.Read Morekeyboard_arrow_right
Article Chart of the Week: The Stock Market During Government Shutdowns By Jeffrey DeMaso — January 23, 2023 We could see a potential government shutdown later in the year, wherein federal agencies are forced to cease all nonessential functions.Read Morekeyboard_arrow_right
Article Chart of the Week: International Stocks vs. Investing at Home By Jeffrey DeMaso — January 17, 2023 International stocks outperformed U.S. stocks in 2022; developed foreign stocks declined 14.5% last year while the S&P 500 was down 18.1%.Read Morekeyboard_arrow_right
Article 2023: A Better Year for Bonds? By Chris Keith — January 11, 2023 As a bond investor, the best thing I can say about 2022 is that it’s over! And we believe 2023 will be a better year for bonds. After years of artificially low interest rates, the days of reckoning came in 2022. First slowly, with one rate hike of “just” 25 basis points. … Read Morekeyboard_arrow_right
Article Chart of the Week: Good Markets Often Follow Bad Ones By Jeffrey DeMaso — January 9, 2023 Stocks falling 20% in a calendar year isn’t fun, but something experienced investors expect. Bonds falling 13%? That’s…not what we expect.Read Morekeyboard_arrow_right
Guide Special Report The ETF Advantage September 9, 2022 Understanding the Benefits and Risks of Exchange-Traded Funds The popularity of Exchange-Traded Funds (ETFs) has skyrocketed in recent years, and for good reason. The combination of low costs and a reputation for tax-efficiency have made ETFs an attractive portfolio option for investors big and small. But despite their popularity, ETFs remain … Read Morekeyboard_arrow_right
Article Signal From Static: Disadvantages of Investing in Gold By Daniel P Wiener — January 9, 2023 When inflation is high or there's turmoil in the markets, pundits pushing gold yell louder, ignoring the disadvantages of investing in gold. Read Morekeyboard_arrow_right