Are Good Times Gone for Growth Stocks? January 21, 2022 Weekly Update bonds, federal reserve, financial planning, inflation, interest rates, stocks, Weekly Update Tech has taken a drubbing of late as traders have switched allegiances from growth stocks to value stocks. The tech-heavy NASDAQ composite index careened into correction territory on Wednesday—down 10% from its November high—before dipping another 1.3% on Thursday. The pain is explained primarily by expectations. With multiple interest-rate rises, slower growth … Read More keyboard_arrow_right
Bond Outlook 2022 January 11, 2022 Bonds bonds, inflation, managed bonds by Chris Keith, Senior Vice President, Fixed Income Manager 2021 Bond Market in Review Before we get to our bond market outlook for 2022, let’s look back on 2021. The year kicked off with a challenging Q1 for bond investors. Bonds battled back with positive … Read More keyboard_arrow_right
Chart of the Week: Setting Your Expectations January 10, 2022 Investing bonds, Chart of the Week, Jeff DeMaso, stocks By Director of Research Jeff DeMaso At the start of every year, investors are inundated with outlooks and forecasts—most aren’t worth the paper they are written on. Rather than speculate on the future, I like to look back and see what history suggests our baseline expectation should be for market returns. … Read More keyboard_arrow_right
The Role of Bonds in a Portfolio November 22, 2021 Bonds bonds, Dan Wiener, diversification, webinar With yields below 2%, do bonds still play a role in an investor’s portfolio? And are investors becoming too complacent? Here’s what Chairman Dan Wiener said in our latest webinar, Booster Shots, Market Shocks and the End of Fed Intervention:* * * * * ** Dan Wiener: I … Read More keyboard_arrow_right
Fighting Inflation With Dividend-Paying Stocks November 3, 2021 Economy & the Markets bonds, dividend stocks, Dividend-growth stocks, inflation, webinar With bond yields still historically low, are dividend-paying stocks the answer for income seekers? Can they be used as a substitute for bonds, and what role should they play in an overall portfolio? Here’s what Vice President and Portfolio Manager Steve Johnson said in our recent webinar, Booster Shots, … Read More keyboard_arrow_right
Emerging Market Bonds: Good Bet or Bad? November 1, 2021 Bonds bonds, China, Emerging market bonds, investment-grade bonds, Jennifer Yousif, Weekly Question This week’s reader question is on fixed-income investments in developing countries: What is your thinking on emerging market bonds? Is now the time to invest? Research Analyst Jennifer Yousif had this to say: Emerging market bonds can add diversification and increase the yield in your portfolio. The downside is … Read More keyboard_arrow_right
Bond Allocations in a Rising Rate Environment October 28, 2021 Bonds bonds, Cash, fixed-income, interest rates, webinar With rates on the rise and inflation stubbornly high, what’s the appropriate allocation to bonds for your portfolio? What about cash? Here’s what Vice President and Portfolio Manager Steve Johnson said in our recent webinar, Booster Shots, Market Shocks and the End of Fed Intervention:* * * * * … Read More keyboard_arrow_right
Bond Market Review & Outlook Q4 2021 October 14, 2021 Bonds bonds, inflation, managed bonds by Chris Keith, Senior Vice President, Fixed Income Manager The U.S. bond market was positive for investors in the third quarter—but just barely. The returned 0.05% while the Treasury bond index was up 0.08%. If the quarter ended in the middle of September, we’d be … Read More keyboard_arrow_right
Dividend Stocks vs. Bonds September 13, 2021 Investing bonds, dividend income, dividend stocks, Dividend-growth stocks, fixed-income This week’s reader question: What’s your perspective on dividend-income stocks? With interest rates and bond yields as low as they are, do they serve as a good alternative to bonds? Portfolio Manager Charlie Toole had this to say: Bonds and dividend-paying stocks both generate passive income to fund retirement spending … Read More keyboard_arrow_right
Delta Deluge Slows Recovery September 12, 2021 Weekly Update annuities, bitcoin, bonds, delta variant, dividend stocks, economic recovery, jobs Please note: This update was prepared on Friday, September 10, 2021, before the market’s close. A note from Chairman Dan Wiener: September 11 marked the 20th anniversary of the terrorist attacks and losses of life in New York, Pennsylvania and Washington, D.C. The memories are difficult, and the news media is already … Read More keyboard_arrow_right
Is the 60/40 Investing Approach Still Sound? August 4, 2021 Adviser Fund Update 60/40 approach, bonds, estate planning, market recap, meme stocks, vanguard 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 More keyboard_arrow_right
Robust Earnings Curb Delta Skid July 26, 2021 Weekly Update bonds, corporate earnings, federal reserve, inflation, long-term care insurance Please note: This update was prepared on Friday, July 23, 2021, before the market’s close. Earnings optimism overshadowed a surprising jump in the number of people applying for unemployment this week. That same surge in sentiment outweighed investor concern over the spread of COVID-19’s delta variant among the unvaccinated and its potential … Read More keyboard_arrow_right