Mortgage Rates and Inflation—A Dangerous Dynamic? March 7, 2023 Economy and the Markets fed, inflation, mortgage rates, video Senior Research Analyst Liz Laprade looks into U.S mortgage rates—which are at a 20-year high—and elevated rents.Watch Nowkeyboard_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
Signal From Static: Inflation Fears Roar Back (in the Discourse, That Is) January 30, 2023 Investing CPI, Dan Wiener, inflation, Supercore, transitory When inflation is high or there's turmoil in the markets, pundits pushing gold yell louder, ignoring the disadvantages of investing in gold. Read Morekeyboard_arrow_right
Down With RMDs? Not So Fast January 4, 2023 Adviser Fund Update Fidelity, inflation, Jeff DeMaso, RMDs, thematic investing Secure Act 2.0 is bringing big changes to required minimum distributions (RMDs).Read Morekeyboard_arrow_right
Vanguard Ditches RS Investments December 21, 2022 Adviser Fund Update Fidelity, inflation, Jeff DeMaso, thematic investing 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
Fidelity To Convert Thematic Funds to ETFs December 7, 2022 Adviser Fund Update Fidelity, inflation, Jeff DeMaso, thematic investing 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: A More Expensive Thanksgiving November 28, 2022 Economy and the Markets Chart of the Week, inflation, Jeff DeMaso As with seemingly everything else in our lives, Thanksgiving dinner is more expensive this year than last.Read Morekeyboard_arrow_right
Signal From Static: The Chairman’s View September 23, 2022 Economy and the Markets Dan Wiener, inflation Inflation has been abnormally low for more than a decade. This gives the Fed cover to act aggressively to hit its 2% figure.Read Morekeyboard_arrow_right
Chart of the Week: When Will Inflation Go Away? September 19, 2022 Economy and the Markets Chart of the Week, inflation, Jeff DeMaso Getting inflation directionally right seems better than being precisely wrong when trying to figure out when inflation will go away.Read Morekeyboard_arrow_right
Chart of the Week: Profits at a Record September 2, 2022 Economy and the Markets Chart of the Week, inflation, Jeff DeMaso While Federal Reserve Chair Jerome Powell stole the show in Jackson Hole last week and had onlookers reevaluating the probability of a recession ahead, the most recent data on corporate profits flew under the radar. In fact, U.S. companies were more profitable than ever in the second quarter, according to the Bureau … Read Morekeyboard_arrow_right
Good News for Social Security Recipients August 29, 2022 Financial Planning Andrew Busa, COLA Increase, inflation, social security If you receive Social Security benefits, you’re up for a nice raise next year. We’ll get the final number in October, but based on early estimates, Social Security recipients can expect an 8%–9% increase in their payments in 2023. This amounts to roughly an additional $150 per month for the average beneficiary. … Read Morekeyboard_arrow_right
Chart of the Week: Inflation Rates and Stock Prices August 22, 2022 Economy and the Markets Chart of the Week, inflation, Jeff DeMaso The recent report that headline inflation fell to 8.5% in July from 9.1% in June had tongues wagging about the U.S. economy having passed through “peak inflation.” Yet even if inflation has peaked, it is likely to remain elevated for months to come. From an investment perspective, though, what’s important isn’t the … Read Morekeyboard_arrow_right