Earnings Season Insights January 17, 2023 Adviser Takeaways corporate earnings, Earnings season, video In our newest Today’s Adviser Takeaways video, Senior Research Analyst Liz Laprade examines the first few weeks of the latest earnings season.Watch Nowkeyboard_arrow_right
Chart of the Week: Politics and Portfolios—a Mismatch November 14, 2022 Economy and the Markets Chart of the Week, corporate earnings, Jeff DeMaso, politics, washington politics As much as politics and policy matter, election results make for poor inputs into your investment decision-making process.Read Morekeyboard_arrow_right
The Economy Shrank, But Are We in Recession? July 29, 2022 Weekly Update Andrew Busa, bear market, bull market, Chris Keith, corporate earnings, Dan Wiener, Jeff DeMaso, real estate, stock market, webinar, Weekly Update Today marks Adviser’s 28th anniversary! Please see below for a note on the occasion from Chairman Dan Wiener. It was a busy couple of days for data, quarterly reporting and Federal Reserve pronouncements. Here’s what moved markets this week: The Commerce Department announced this morning that by its first estimation, U.S. … Read Morekeyboard_arrow_right
The Economy Shrank, But Are We in Recession? July 28, 2022 Weekly Update Andrew Busa, bear market, bull market, Chris Keith, corporate earnings, Dan Wiener, Jeff DeMaso, real estate, stock market, webinar, Weekly Update Today marks Adviser’s 28th anniversary! Please see below for a note on the occasion from Chairman Dan Wiener. It was a busy couple of days for data, quarterly reporting and Federal Reserve pronouncements. Here’s what moved markets this week: The Commerce Department announced this morning that by its first estimation, U.S. … Read Morekeyboard_arrow_right
Stock Bulls Push Back Against Bears July 22, 2022 Weekly Update bear market, bull market, corporate earnings, gas prices, Jeff DeMaso, roth conversions, stock market, webinar, Weekly Update Relatively good news has been pushing stocks higher this week while trimming bond prices. The first trickles of better-than-expected second-quarter earnings results are helping to boost equity markets. Read that sentence again—despite dire warnings of recession and declining profits, corporate earnings are generally coming in better than expected. It’s still early days … Read Morekeyboard_arrow_right
Stock Bulls Push Back Against Bears July 21, 2022 Weekly Update bear market, bull market, corporate earnings, gas prices, Jeff DeMaso, roth conversions, stock market, webinar, Weekly Update Relatively good news has been pushing stocks higher this week while trimming bond prices. The first trickles of better-than-expected second-quarter earnings results are helping to boost equity markets. Read that sentence again—despite dire warnings of recession and declining profits, corporate earnings are generally coming in better than expected. It’s still early days … Read Morekeyboard_arrow_right
Target-Date Tax Snafu Costs Vanguard $6.25M So Far July 20, 2022 Adviser Fund Update corporate earnings, stock options, target date funds, vanguard Late last year, some investors in Vanguard’s target-date funds got hit with a hefty surprise tax bill. Now it's going to cost the fund giant.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
The Economy: It’s Back August 2, 2021 Weekly Update corporate earnings, economic growth, economic recovery, estate planning, federal reserve Please note: This update was prepared on Friday, July 30, 2021, before the market’s close. With expanding corporate earnings, low interest rates and an economy hitting records, maybe we shouldn’t be surprised that the S&P 500 index is on pace for its sixth straight monthly gain in July. What has been unexpected … Read Morekeyboard_arrow_right
Robust Earnings Curb Delta Skid July 26, 2021 Weekly Update bonds, corporate earnings, federal reserve, inflation 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 Morekeyboard_arrow_right
Fidelity Takes Lending Into Its Own Hands May 12, 2021 Adviser Fund Update corporate earnings, fee wars, Fidelity, Investing, stocks 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
The Effect of a Minimum Wage Increase February 8, 2021 Economy and the Markets corporate earnings, economy, washington politics With the Biden administration lobbying for a minimum wage increase to $15 an hour, how would consumer spending and the economy be affected if the policy passes Congress? Chief Investment Officer Jim Lowell gives his perspective in our recent webinar,* A Tale of Two Recoveries: Will Main Street … Read Morekeyboard_arrow_right