Bonds Are Acting Like Bonds Again June 2, 2022 Bonds 10-year treasury, bond sell-off, bonds, Chris Keith, federal reserve, inflation It’s amazing what a turnaround in performance can do for the value of your holdings…and for your peace of mind. That’s right, bonds started behaving more like, well, bonds again in May and investors breathed a sigh of relief. Clearly there’s been a change in market sentiment, which is something I touched … Read Morekeyboard_arrow_right
Stocks Snap Back May 31, 2022 Weekly Update bear market, bonds, ESG Investing, federal reserve, Jeff DeMaso, Market volatility, recession, stock market, Weekly Update Please note: This update was prepared on Friday, May 27, 2022, prior to the market’s close. Stocks and bonds may be snapping out of their inflation-fueled funk. All three major stock indexes entered Friday’s trading session with gains of at least 3% for the week, poised to break a seven-week losing streak … Read Morekeyboard_arrow_right
Your Bond Questions Answered May 11, 2022 Bonds bond funds vs. bonds, bonds, fed funds rate, federal reserve, inflation Concerns about the state of the bond market abound—with good reason. This is the worst start to a year for bonds in decades. In our recent webinar, Pain, Promise and the Future of Fixed Income (click here to watch the replay), I addressed the state of fixed-income affairs. Since then, … Read Morekeyboard_arrow_right
Vanguard Stealthily Tests New Option for Brokerage Cash May 11, 2022 Adviser Fund Update bonds, Cash, i bonds, inflation, money market funds, TIPS, vanguard Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right
Chart of the Week: I-Bonds vs. TIPS—What’s the Best Choice? May 9, 2022 Bonds bonds, Chart of the Week, i bonds, inflation, Jeff DeMaso, TIPS I-Bonds have gone mainstream—but are they the best option for fixed-income investors bedeviled by high inflation? As we discussed in our recent primer, I-Bonds are U.S. government savings bonds that pay a rate of interest that adjusts every six months based on inflation. Right now, that rate is 9.62%. Given … Read Morekeyboard_arrow_right
Strong Jobs Can’t Revive Market’s Swoon May 9, 2022 Weekly Update 401(k), bonds, i bonds, Selloff, stocks, Weekly Update This week has been hard on investors, with Thursday’s 1,000-point plunge in the Dow Jones Industrial Average making for especially grim headlines. Even short-sellers, who bet on falling prices rather than rising ones, had reason to reach for an antacid, with Wednesday’s nearly 1,000-point rally unraveling some bearish bets just before their … Read Morekeyboard_arrow_right
Strong Jobs Can’t Revive Market’s Swoon May 6, 2022 Weekly Update 401(k), bonds, i bonds, Selloff, stocks, Weekly Update This week has been hard on investors, with Thursday’s 1,000-point plunge in the Dow Jones Industrial Average making for especially grim headlines. Even short-sellers, who bet on falling prices rather than rising ones, had reason to reach for an antacid, with Wednesday’s nearly 1,000-point rally unraveling some bearish bets just before their … Read Morekeyboard_arrow_right
Tech’s Wild Week Leaves Markets Wobbly May 2, 2022 Weekly Update bonds, charitable giving, gdp, recession, RMDs, technology stocks, Weekly Update Please note: This update was prepared on Friday, April 29, 2022, prior to the market’s close. The stock market Tilt-A-Whirl was in full swing on Wall Street this week and last night’s earnings reports from bellwether tech titans did little to steady the axis. Battered by persistent inflation, supply chain kinks and … Read Morekeyboard_arrow_right
Tech’s Wild Week Leaves Markets Wobbly April 29, 2022 Weekly Update bonds, charitable giving, gdp, recession, RMDs, technology stocks, Weekly Update The stock market Tilt-A-Whirl was in full swing on Wall Street this week and last night’s earnings reports from bellwether tech titans did little to steady the axis. Battered by persistent inflation, supply chain kinks and a return to in-person retail, Amazon reported its first quarterly net loss in seven years. Meanwhile, … Read Morekeyboard_arrow_right
Bonds in 2022—Pain, Promise and the Future of Fixed Income April 27, 2022 Bonds bonds, Chris Keith, fixed-income, Liz Laprade, webinar 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
Can Commodities and TIPS Protect Against Inflation? April 26, 2022 Investing bonds, Charlie Toole, commodities, inflation, oil prices, TIPS, webinar 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
Bond Outlook Q2 2022 April 18, 2022 Bond Outlook bonds, federal reserve, inflation, managed bonds 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