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
Special Report Market Victory Is Fleeting January 15, 2022 The U.S. stock market has outperformed virtually all other major markets over the last dozen years—can the trend last? History has shown that market leadership will change, and when it does, it can occur quickly. We feel one of the biggest errors investors can make is to project recent past performance into … 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
Article Your Question Answered: Investing in China—Risk or Opportunity? By Jim Lowell — May 17, 2021 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? An astute question, thoughtfully worded. … Read Morekeyboard_arrow_right
Article Fidelity Takes Lending Into Its Own Hands May 12, 2021 Fidelity Takes Lending Into Its Own Hands Never one to be left behind on investing trends, Fidelity recently announced the launch of Fidelity Agency Lending, a platform that the firm’s global equity trading head says “could meaningfully improve the overall returns that we deliver to our fund shareholders.” The new platform … Read Morekeyboard_arrow_right
Article Is the Market Overvalued? May 6, 2021 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 Morekeyboard_arrow_right 1 2 3 … 5 › Investing Categories Bonds ESG Investing Investing 101 Mutual Funds Stocks Stocks Podcasts Making the Most of Equity Compensation Discovering International Small-Caps Are We in a Market Bubble? Stocks, Splits and the Dow Dividend Stocks: Generating Income in a Low-Interest-Rate World