Article Chart of the Week: Does Following the Dollar Make Sense? By Jeffrey DeMaso — June 13, 2022 With the U.S. dollar trading around a 20-year high, it’s no wonder the greenback is in the news. Will the dollar continue to strengthen or is it set up for a fall? I don’t have a crystal ball. But it isn’t an idle question for investors trying to figure out when foreign … Read Morekeyboard_arrow_right
Article Chart of the Week: A More Manic Mr. Market By Jeffrey DeMaso — May 31, 2022 If the stock market seems more volatile this year, that’s because it is. Since its 1957 inception, the S&P 500 index has typically moved about 0.7% up or down on any given day. So far this year, the S&P’s average daily move has been 1.2%. What's causing this market volatility? If 2022 … Read Morekeyboard_arrow_right
Article Can Investors Clean Up With Clean Energy? By Adam Johnson — May 31, 2022 This week’s reader question: With gas prices high and oil supply chains disrupted, is now a good time to buy clean energy stocks? Adam Johnson, portfolio manager, Adviser Investments’ American Ingenuity strategy: I’m a big believer in clean energy companies. Whether you call it “renewable,” “green” or “alternative” … Read Morekeyboard_arrow_right
Article Is the NASDAQ Rout Rational? By Adam Johnson — January 24, 2022 This week’s reader question is about the tech stock sell-off: Is the recent growth stock sell-off rational, and how long might it last? Change can be difficult to stomach. After pumping trillions in liquidity into the banking system during the pandemic, the Federal Reserve is poised to pull the punch … Read Morekeyboard_arrow_right
Guide Special Report Market Victory Is Fleeting January 15, 2022 Looking back at the winners and losers in your portfolio is easy. Keeping a long-term perspective and anticipating when a market leader might lose steam is much harder. It’s a simple investing truth that, in a diversified portfolio, one or more holdings will always be outperforming the rest and one or more … Read Morekeyboard_arrow_right
Article Groundhog Day for the Reopening Trade? August 26, 2021 by Charlie Toole, Vice President and Portfolio Manager The S&P 500 has hit a series of new highs—but the view from above doesn’t tell the ongoing reopening trade story. The index’s gains have been driven by large technology and communication stocks; meanwhile, many other companies in the index … Read Morekeyboard_arrow_right
Article Time for Investors to Consider Cash? August 20, 2021 The stock market has had a remarkable run-up, and many think it’s more than due for a correction. For loss-conscious investors, does that make now a good time to cash out? In our webinar Rocket or Rollercoaster: Where Will the Markets Go From Here?, Research Analyst Liz Laprade talked … Read Morekeyboard_arrow_right
Article Are Growth Stocks Worth the Price? August 19, 2021 Are investors paying too much for growth stocks? Some fund manager and investors claim better results can be obtained by opting for securities which provide “growth at a reasonable price,” and paying close attention to valuation ratios when investing. In our webinar Rocket or Rollercoaster: Where Will the Markets … Read Morekeyboard_arrow_right
Article Is the 60/40 Investing Approach Still Sound? August 4, 2021 Is the 60/40 Investing Approach Still Sound? In the current low-yield environment, it’s a question we get frequently: Is the 60/40 approach still a smart investment strategy? If so, are bonds the right balance to stocks right now or are there other/better options? The short answer: Yes, the 60/40 approach remains … Read Morekeyboard_arrow_right
Article Vanguard to Offer Private Equity Investments to Individuals May 26, 2021 Vanguard to Offer Private Equity Investments to Individuals Vanguard will begin offering private equity strategies to individual investors this summer. It will make the funds available only to qualified customers at first, but intends to include them in its hybrid robo-advisor platform, Personal Advisor Services, in the “near future,” according to … Read Morekeyboard_arrow_right