This week’s reader question is about investing in China: What is your outlook on China and is this an area of opportunity for equity investors? What are the risks and how are you factoring China’s evolving regulatory and control policies (toward its companies) into your outlook? Chief Investment Officer Jim Lowell …Read More keyboard_arrow_right
After the best 12 months for the S&P 500 in more than 60 years through March 31, 2021, are stocks overvalued? And why has the health care sector failed to participate in robust gains? Research Analyst Liz Laprade looked at current valuations and health care companies in our recent webinar,* Read More keyboard_arrow_right
This week’s reader question is about global stocks: What is your thinking on investing in international stocks? Will slower vaccine deployment abroad have an impact on valuations? Josh Jurbala, Quantitative Investments Manager, had this to say: We’ve been asked this a lot lately. The question is a smart one because you’re focusing …Read More keyboard_arrow_right
Fidelity vs. Vanguard
Which is right for you?
After a strong rally pushed stocks into record territory in 2020, are stocks overpriced today? Vice President Steve Johnson and Research Analyst Liz Laprade discussed the valuations in the U.S. and abroad in our recent webinar,* A Tale of Two Recoveries: Will Main Street Catch Up With Wall …Read More keyboard_arrow_right
We’ve received numerous questions from clients asking about the new Biden administration and its relationship with Wall Street, as well as the potential impact of new policies on the economy, markets, energy and municipal bonds. Chief Investment Officer Jim Lowell explains his thinking in our recent webinar,* A …Read More keyboard_arrow_right
What metrics can investors use to understand how the overall market is doing when a small number of companies are really outperforming? Portfolio Manager Charlie Toole explained why he looks at equally weighted market indexes in our recent webinar,* Looking Beyond the Election to the Recovery’s Future. Please …Read More keyboard_arrow_right
Are high valuations a threat to the markets? Could they cause a downturn? Equity Research Analyst Liz Laprade looked at some current trends for stock prices in our recent webinar,* Looking Beyond the Election to the Recovery’s Future. Please enjoy the excerpt below and Read More keyboard_arrow_right
What role do bonds play in a portfolio, and how do we approach a decision on shifting portfolios more heavily into stocks? Vice President Steve Johnson discussed our allocation process in our recent quarterly webinar*—Take Your Pick: Recession or Recovery? Please enjoy the excerpt below and Read More keyboard_arrow_right
Stock Buybacks: Public Enemy Number One?
Common Misconceptions About Buybacks and How They Impact Your Portfolio
When markets have had a strong run, we often hear from clients who wonder when the tide might turn and what that would mean for their investments. Equity Research Analyst Kate Austin discussed the risks in attempting to time the market in our recent quarterly webinar*—Take Your Pick: …Read More keyboard_arrow_right
Bear markets can be unnerving, but they also present opportunities. Equity Research Analyst Kate Austin discussed stocks on sale in our recent quarterly webinar*: Separating Pandemic Noise From Investment Signals. Please enjoy the excerpt below and click here for the full webinar replay to …Read More keyboard_arrow_right