Supply Chain Kinks Keep Consumers in Check November 16, 2021 Economy and the Markets Dan Wiener, economy, supply chain, webinar American consumers have money to spend but kinks in the supply chain are holding back an even more robust recovery. What will that mean for the economy going forward? Here’s what Chairman Dan Wiener said in our recent webinar, Booster Shots, Market Shocks and the End of Fed Intervention:* … Listen Nowkeyboard_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
Health Care Allocation in Client Portfolios November 19, 2019 Health Care economy, health care, mutual funds, stock market In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and … Read Morekeyboard_arrow_right
Is It Time to Get More Defensive? November 19, 2019 Investing economy, stock market We often hear from clients who want to know how their hard-earned investment gains will withstand market corrections. Chief Investment Officer Jim Lowell discussed this topic in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and click here for the full webinar replay to … Read Morekeyboard_arrow_right
What Do Earnings Trends Mean for the Stock Market’s Direction? November 19, 2019 Investing economy, stock market We focus less on Wall Street analysts’ earnings estimates and more on what corporate leaders actually say about their current business and future expectations. Chief Investment Officer Jim Lowell and Vice President Charlie Toole discussed key trends he’s seeing in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please … Read Morekeyboard_arrow_right
Where Are Interest Rates Headed Through Year-End? November 19, 2019 Economy and the Markets economy, interest rates, stock market Interest rates—along with economic data and earnings reports—are one of the three key factors that actually matter when it comes to where the market may be headed. Chief Investment Officer Jim Lowell and Vice President Charlie Toole discuss their expectations for the direction of interest rates, inflation and the bond market for … Read Morekeyboard_arrow_right
How Would Impeachment Affect Our Investment Strategy? November 19, 2019 Economy and the Markets economy, stock market, washington politics Thankfully, there’s very little historic data about how markets have performed during past impeachment processes. Chief Investment Officer Jim Lowell discussed his approach to investing in the event of impeachment and whether it will boost a non-traditional candidate in 2020 in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. … Read Morekeyboard_arrow_right
Is the Fed Bowing to Political Pressure? November 6, 2019 Economy and the Markets economy, federal reserve, politics, stock market President Trump’s unprecedented public criticism of Federal Reserve Chair Jerome Powell has led to some media speculation that the central bank is basing policy decisions on political sensitivities rather than economic realities. Chief Investment Officer Jim Lowell discussed politics and the Fed in our recent quarterly webinar*: Investing Through Impeachments and … Read Morekeyboard_arrow_right
‘Great Recession’ PTSD and Volatility-Beating Portfolios September 3, 2019 Investing economy, stock market We’ve been fielding questions lately about recessions and their impact on investors’ portfolios. These questions aren’t surprising, as the last recession (the “Great Recession” from the end of 2007 through June 2009) overlapped with steep stock market declines. So, to many, the idea of “recession” is linked to big drops in … Read Morekeyboard_arrow_right
Will Rising Wages Lead to Inflation? August 20, 2019 Economy and the Markets economy Won’t the cost of goods and services go up if low unemployment causes wage increases? It’s a question we hear a lot. Vice President Steve Johnson discussed the relationship between wages and inflation and what that can tell us about today’s economy in our recent quarterly webinar*: Tariffs, Trade and Trump. … Read Morekeyboard_arrow_right
What’s Your Short-Term Outlook for the Bond Market? August 19, 2019 Bond Outlook economy, interest rates With Federal Reserve decisions front and center in the financial press, we continue to pay close attention to their impact on the bond market. Chief Investment Officer Jim Lowell and Vice President Steve Johnson shared their perspectives on how these policy decisions affect fixed-income investors in our recent quarterly webinar: Tariffs, … Read Morekeyboard_arrow_right
How Long Will the Bull Market Run? August 16, 2019 Investing economy, stock market Nearly 11 years after Lehman Brothers’ collapse and the financial crisis began, it’s the question everyone’s asking: How much longer will the good times roll? Chief Investment Officer Jim Lowell discussed this in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and click … Read Morekeyboard_arrow_right