Article Chart of the Week: Debunking Dollar-Cost Averaging By Jeffrey DeMaso — February 18, 2022 Last Friday’s Chart of the Week got me thinking about the age-old investing question: If you have a chunk of money you want to put in the markets, should you invest it all in one go (in a lump sum) or spread it out over time (dollar-cost averaging)? To compare the … Read Morekeyboard_arrow_right
Article Dump Your Bonds? Not So Fast! By Chris Keith — February 16, 2022 I can’t blame anyone for raising their eyebrows and asking about their bond investments right now. A recent CNBC segment on bonds featured a market strategist who said he would “short the whole lot of them.” While he’s not alone in that sentiment, I wholeheartedly disagree. In fact, anytime someone tells you … Read Morekeyboard_arrow_right
Article Fidelity’s Meta-Bet February 16, 2022 Anyone viewing the Super Bowl this past weekend was inundated with ads for crypto and the so-called metaverse, an emerging term for the 3D, virtual reality-based internet of the future. Fidelity must be hoping a lot of people were watching the Super Bowl, because it recently filed to launch two new … Read Morekeyboard_arrow_right
Article Chart of the Week: Making Up for Poor Timing By Jeffrey DeMaso — February 14, 2022 I thought I was getting a jump on things by contributing to my nine-month-old son’s 529 plan at the start of the year. Then I caught myself thinking: If only I had waited a month or simply been a little slower to get my act together, I could’ve bought in at lower … Read Morekeyboard_arrow_right
Guide Why Convert From a Traditional IRA to a Roth IRA? February 12, 2022 It's One of the Smartest Tax Moves You Can Make The Roth IRA may be the best retirement savings vehicle available to the American investor today. Whether you are young or old, a white-collar worker or a business owner, this type of account is a fantastic investment choice. Special features like tax-free … Read Morekeyboard_arrow_right
Podcast Your Bond Questions Answered February 9, 2022 FEATURING Jeff DeMaso, Chris Keith, Charlie Toole, Josh Jurbala Rising inflation and the prospect of rate hikes have been a one-two punch to the bond markets this year—and fixed-income investors may be feeling the pain. In this kind of environment, why own bonds at all? Our experts have that answer and more. … Listen Nowkeyboard_arrow_right
Article Chart of the Week: A Lesson From Warren Buffett By Jeffrey DeMaso — February 7, 2022 Why can’t investors own the “consistently best-performing funds”? We certainly would if we could, but it’s far easier said than done. At Adviser Investments, we work incredibly hard to partner with managers who will outperform over time. However, expecting the managers we invest with (or any manager, really) to outperform the S&P … Read Morekeyboard_arrow_right
Article ESG Investing is Popular…But Is It Profitable? February 3, 2022 Socially responsible investing has continued to grow in popularity. Can you still make strong returns while avoiding certain companies that don’t share your environmental, social and corporate governance beliefs? Vice President Steven Johnson outlined our view on ESG investing during our recent webinar, Diversification Is Dead…and Other Modern Myths.* Please enjoy … Read Morekeyboard_arrow_right
Article Vanguard in Hot Water Over Target-Date Taxes February 2, 2022 Paleontologists once theorized that the stegosaurus may have needed two brains to function—one in its head and the other in its tail. That idea turned out to be false. But perhaps those scientists were on to something: There’s an upside to an extra brain when you’re large and lumbering. Case in point? … Read Morekeyboard_arrow_right
Article Chart of the Week: Should You Heed the January Barometer? By Jeffrey DeMaso — January 31, 2022 With the S&P 500 on pace to notch a loss in January, prepare to see a lot of articles citing the “January Barometer.” The idea behind this old Wall Street fairy tale is: “As goes January, so goes the entire calendar year.” Ignore all of this nonsense. Since the S&P 500 index’s … Read Morekeyboard_arrow_right