At a Theater Near You: Meme Stocks

June 7, 2021

Weekly Update

bonds, capital gains tax, estate planning, financial planning, inflation, labor market, trusts, unemployment

Please note: This update was prepared on Friday, June 4, 2021, before the market’s close. Meme stocks are once again roiling markets, sending dramatically divergent signals about trading versus investing. The country’s biggest movie theater owner, AMC Entertainment Holdings (AMC), is the meme stock scene-stealer of late—it’s up 2,322% so far this …

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The Role of Bonds in a Low-Yield World

May 20, 2021

Bonds

bonds, fixed-income, inflation, Yield

Should investors try to replace the return on long-term bonds in a low-rate environment? Do bonds still have a role in a diversified portfolio? Chairman Dan Wiener discussed the state of the bond market in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy …

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How Inflation Impacts Dividend Stocks and Muni Bonds

May 14, 2021

Bonds

bonds, Dividend-growth stocks, inflation, municipal bonds, Munis

What’s likely to happen to interest-rate-sensitive investments like dividend-paying stocks and state and municipal bonds when inflation rises? Vice President Charlie Toole looked at the implications in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy the excerpt below and click …

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With Interest Rates Low, Why Bother With Bonds?

February 9, 2021

Bonds

bonds, fixed-income, interest rates

Given low interest rates, have we changed our allocation to bonds among government, corporate, high-yield and international debt? Vice President Steve Johnson spoke about how we’ve positioned our fixed income investments for 2021 in our recent webinar,* A Tale of Two Recoveries: Will Main Street Catch Up With …

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Our Dividends and Fixed-Income Outlook

August 6, 2020

Investing

bonds, dividend stocks, fixed-income, Investing, investment-grade bonds, Treasury bonds

How should investors think about protecting their gains after the recent market rebound, and when should playing defense become a bigger consideration? Equity Research Analyst Kate Austin discussed defensive allocations to bonds and markets’ potential to decline again in our recent quarterly webinar*—Take Your Pick: Recession or Recovery? …

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Odds of New Market Lows and Playing Defense

May 4, 2020

Investing

bonds, Investing, portfolio allocation, stocks

How should investors think about protecting their gains from the recent market rebound, and when should playing defense become a bigger consideration? Equity Research Analyst Kate Austin discussed the role of bonds in portfolios and the markets’ potential to decline again in our recent quarterly webinar*: Separating Pandemic …

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Bond Investors Steepen Yield-Curve Inversion

June 3, 2019

Bonds

bonds, stock market

Even as the economy continues to demonstrate strength with a fully employed workforce and robust corporate earnings, some investors have been playing it safe by shifting assets into bonds. U.S. Treasurys, the go-to in times of uncertainty, have benefited the most and as prices have risen, yields have fallen. The benchmark …

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