Article Down With RMDs? Not So Fast January 4, 2023 Secure Act 2.0 is bringing big changes to required minimum distributions (RMDs).Read Morekeyboard_arrow_right
Article Chart of the Week: Don’t Bail on Bonds By Jeffrey DeMaso — January 3, 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
Article Chart of the Week: Déjà Vu All Over Again for Yields By Jeffrey DeMaso — December 27, 2022 Money market yields sure are looking tempting this month. But the spike in tax-exempt (aka municipal) money market yields is likely fleeting.Read Morekeyboard_arrow_right
Article Vanguard Ditches RS Investments December 21, 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 Signal From Static: What Happens to Stocks During Recessions? By Daniel P Wiener — December 19, 2022 If we are headed for a 2023 recession, then this will be a very atypical period given that stocks have been falling over the past year.Read Morekeyboard_arrow_right
Podcast The One Number You Need By Jeffrey DeMaso, Andrew Busa — December 14, 2022 From smart watches that monitor our sleep to apps that track our spending and whereabouts, it can sometimes seem like there isn’t a single second of our day that is left unexamined. Often, though, we end up floundering in that sea of data when it comes time to make a decision, especially … Listen Nowkeyboard_arrow_right
Article Chart of the Week: The Dollar’s Fortune and Foreign Stocks By Jeffrey DeMaso — December 12, 2022 When the dollar is rising, U.S. stocks tend to lead the way. When the dollar is falling, foreign stocks typically outperform U.S. stocks.Read Morekeyboard_arrow_right
Article Fidelity To Convert Thematic Funds to ETFs December 7, 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: 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
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