Beyond the June Swoon June 27, 2022 Weekly Update Andrew Busa, bear market, federal reserve, inflation, Jeff DeMaso, recession, roth conversions, stock market, Weekly Update Please note: This update was prepared on Friday, June 24, 2022, prior to the market’s close. Wall Street’s bears retreated to their dens this holiday-shortened week, with the S&P 500 index advancing 6.4% in just four days through today's close. That’s a reassuring if not-yet-resilient turnaround after last week’s 5.8% decline. Despite … Read Morekeyboard_arrow_right
Beyond the June Swoon June 24, 2022 Weekly Update Andrew Busa, bear market, federal reserve, inflation, Jeff DeMaso, recession, roth conversions, stock market, Weekly Update Wall Street’s bears retreated to their dens this holiday-shortened week, with the S&P 500 index advancing 6.4% in just four days through today's close. That’s a reassuring if not-yet-resilient turnaround after last week’s 5.8% decline. Despite the reversal, June’s been a tough month. With four trading days left , the S&P has … Read Morekeyboard_arrow_right
SEC Goes After Fund Names June 22, 2022 Adviser Fund Update credit, inflation, mutual funds, retirement accounts, target date funds Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right
The Bear Is Out of Hibernation—What’s Next? June 21, 2022 Weekly Update bear market, federal reserve, inflation, Jeff DeMaso, recession, stock market, Weekly Update Please note: This update was prepared on Friday, June 17, 2022, prior to the market’s close. Some weeks it’s hard to be an investor—the past couple, especially so. June has been exceptionally challenging, as both stocks and bonds moved decidedly lower due to growing inflation fears spurred by last Friday’s consumer price … Read Morekeyboard_arrow_right
The Bear Is Out of Hibernation—What’s Next? June 17, 2022 Weekly Update bear market, federal reserve, inflation, Jeff DeMaso, recession, stock market, Weekly Update Some weeks it’s hard to be an investor—the past couple, especially so. June has been exceptionally challenging, as both stocks and bonds moved decidedly lower due to growing inflation fears spurred by last Friday’s consumer price index (CPI) report; it was a sucker punch to traders expecting to see signs of easing … Read Morekeyboard_arrow_right
Stocks Are Low on Gas, But Bonds Are Back June 13, 2022 Weekly Update Andrew Busa, federal reserve, inflation, RMDs, stock market, Weekly Update Please note: This update was prepared on Friday, June 10, 2022, prior to the market’s close. Inflation knocked a brief stock market rally on its heels this week. Friday’s report that food and energy prices drove the consumer price index (CPI) to a four-decade high of 8.6% in May, baffling the consensus … Read Morekeyboard_arrow_right
Stocks Are Low on Gas, But Bonds Are Back June 10, 2022 Weekly Update Andrew Busa, federal reserve, inflation, RMDs, stock market, Weekly Update Inflation knocked a brief stock market rally on its heels this week. Friday’s report that food and energy prices drove the consumer price index (CPI) to a four-decade high of 8.6% in May, baffling the consensus that thought inflation would begin to wane, was all Wall Street needed to lean on the … Read Morekeyboard_arrow_right
Target Date Fund Underperformance June 8, 2022 Adviser Fund Update credit, inflation, mutual funds, retirement accounts, target date funds Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right
Chart of the Week: Consumers Expect Higher Inflation—Will They Be Right? June 6, 2022 Economy and the Markets Chart of the Week, consumer, expectations, inflation, Jeff DeMaso Filled up on gas lately? Then you know: Inflation has been hurting consumers. What makes the recent bout of rising prices so irksome is that it was largely unexpected. For nearly a decade, the New York branch of the Federal Reserve has been asking consumers how high they think inflation will be … Read Morekeyboard_arrow_right
Bonds Are Acting Like Bonds Again June 2, 2022 Bonds 10-year treasury, bond sell-off, bonds, Chris Keith, federal reserve, inflation It’s amazing what a turnaround in performance can do for the value of your holdings…and for your peace of mind. That’s right, bonds started behaving more like, well, bonds again in May and investors breathed a sigh of relief. Clearly there’s been a change in market sentiment, which is something I touched … Read Morekeyboard_arrow_right
Your Bond Questions Answered May 11, 2022 Bonds bond funds vs. bonds, bonds, fed funds rate, federal reserve, inflation Concerns about the state of the bond market abound—with good reason. This is the worst start to a year for bonds in decades. In our recent webinar, Pain, Promise and the Future of Fixed Income (click here to watch the replay), I addressed the state of fixed-income affairs. Since then, … Read Morekeyboard_arrow_right
Vanguard Stealthily Tests New Option for Brokerage Cash May 11, 2022 Adviser Fund Update bonds, Cash, i bonds, inflation, money market funds, TIPS, vanguard Fidelity announced it will allow 401(k) plans on its platform to include bitcoin, a move that is likely to hasten crypto’s mainstream status.Read Morekeyboard_arrow_right