Investing for Life
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 …
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 …
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 …
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 …
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 …
Helping You Answer and Prepare For Life’s Big Questions
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 …
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 …
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 …
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: …
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 …
Common Misconceptions About Buybacks and How They Impact Your Portfolio
The stock market hit new highs this month. Yet many investors remain undeniably gloomy. Economic expansions and bull markets don’t die of old age. (Just ask any Australian under the age of 28; that country hasn’t seen a recession since 1991.) But with the bull market plowing through its …
Remember when the conversation centered on whether the Fed would raise interest rates or not? That talk has turned 180 degrees, with the financial chattering classes pondering whether a rate cut is imminent. This despite economic growth continuing apace, strong employment levels and interest rates that remain conducive to …
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