The Truth About Inflation March 20, 2023 Economy and the Markets Charlie Toole, Chart of the Week, investment management Thanks to the cycle of interest-rate hikes the Federal Reserve started in 2022, cash yields have gotten an enormous boost.Read Morekeyboard_arrow_right
Chart of the Week: What Is the Best Inflation Hedge? February 14, 2023 Economy and the Markets Charlie Toole, Chart of the Week, inflation With inflation rates were at generational highs and stocks dropping, investors had the same question: What is the best inflation hedge? Read Morekeyboard_arrow_right
Vanguard To Shut Down Factor ETF September 28, 2022 Adviser Fund Update 40/60 portfolio, Charlie Toole, Fidelity, recession, vanguard What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Retiring in a Bear Market: The Conservative Approach September 14, 2022 Adviser Fund Update 40/60 portfolio, Charlie Toole, Fidelity, recession, vanguard What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Chart of the Week: Service Sector Sails Along September 12, 2022 Economy and the Markets Charlie Toole, Chart of the Week The folks who run service businesses around the U.S. aren’t buying the recession story.Read Morekeyboard_arrow_right
Chart of the Week: The Earnings Expectations vs. Reality Gap July 18, 2022 Economy and the Markets Charlie Toole, Chart of the Week, corporate earnings, earnings, Earnings season Wall Street analysts expect companies in the S&P 500 to report profits 4% higher than one year ago. If what’s past is prologue, we can expect two things: (1) That estimate is wrong and (2) it’s possibly too low. Over the last four years, Wall Street analysts have made meteorologists look like soothsayers. On … Read Morekeyboard_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