Webinar Bonds in 2022—Pain, Promise and the Future of Fixed Income By Chris Keith, Elizabeth Laprade — April 27, 2022 The bond market is feeling the impact of rising interest rates—does this mean bonds can’t do their job in your portfolio? Our bonds specialists have the answer to that and much more as part of our candid discussion about market performance, strategies, and our outlook for bonds in the coming … Watch Nowkeyboard_arrow_right
Audio How Is the War in Ukraine Affecting Markets? April 27, 2022 We’ve seen geopolitical events impact the markets plenty of times before, but is the scale of the event and the ripple effects on the global economy different this time? Chief Investment Officer Jim Lowell and Senior Research Analyst Liz Laprade looked at the impact of the war on markets foreign and domestic … Listen Nowkeyboard_arrow_right
Video Adam Johnson: How I’m Surviving This ‘Bear’ Market By Adam Johnson — April 27, 2022 Portfolio Manager Adam Johnson explained why patience and persistence are investors’ two best friends, and also shared his mantra for weathering this stormy market. If you have questions for Adam, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Audio Can Commodities and TIPS Protect Against Inflation? April 26, 2022 Are commodities the answer to protecting your portfolio against rising prices? And what bonds options are out there to help your income keep pace? Portfolio Manager Charlie Toole discussed defending against inflation in our recent webinar,* Stocks, Bonds and the Fog of War—Our Investment Perspective. Please enjoy the excerpt below and … Listen Nowkeyboard_arrow_right
Article Bond Outlook Q2 2022 By Chris Keith — April 18, 2022 Q2 Bond Market Outlook I won’t sugarcoat it—Q1 bond market performance was disappointing for most investors. Bonds are supposed to be the safety buffer in a portfolio, but they didn’t act that way to start the year. Instead, our portfolios got a flat tire during rush hour—making a frustrating experience even worse. … Read Morekeyboard_arrow_right
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
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 … 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
Article Special Report The Adviser Investments Managed Bond Program March 29, 2022 Our Managed Bond Program is designed for investors who prefer to invest in high-quality individual bonds, rather than bond funds. This program provides a steady stream of income while protecting your original principal. Constructing a well-diversified bond portfolio is both an art and a science. Our fixed-income research team has the experience, … Read Morekeyboard_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