Chart of the Week: The Stock Market During Government Shutdowns January 23, 2023 Economy and the Markets Chart of the Week, government shutdown, Jeff DeMaso, stock market We could see a potential government shutdown later in the year, wherein federal agencies are forced to cease all nonessential functions.Read Morekeyboard_arrow_right
Chart of the Week: International Stocks vs. Investing at Home January 17, 2023 Economy and the Markets Chart of the Week, International stocks, Jeff DeMaso, stock market International stocks outperformed U.S. stocks in 2022; developed foreign stocks declined 14.5% last year while the S&P 500 was down 18.1%.Read Morekeyboard_arrow_right
Chart of the Week: Good Markets Often Follow Bad Ones January 9, 2023 Economy and the Markets Chart of the Week, Jeff DeMaso, S&P 500, stock market Stocks falling 20% in a calendar year isn’t fun, but something experienced investors expect. Bonds falling 13%? That’s…not what we expect.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
Chart of the Week: Don’t Bail on Bonds January 3, 2023 Bonds bond funds, bonds, Chart of the Week, Jeff DeMaso Stocks falling 20% in a calendar year isn’t fun, but something experienced investors expect. Bonds falling 13%? That’s…not what we expect.Read Morekeyboard_arrow_right
Chart of the Week: Déjà Vu All Over Again for Yields December 27, 2022 Economy and the Markets Chart of the Week, Jeff DeMaso, money market funds Money market yields sure are looking tempting this month. But the spike in tax-exempt (aka municipal) money market yields is likely fleeting.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
Chart of the Week: Gas Prices Shake Off Ukraine Shock December 19, 2022 Economy and the Markets Chart of the Week, Jeff DeMaso, oil prices It may surprise you to see that U.S. oil prices, on average, have returned to levels we saw before Russia invaded Ukraine.Read Morekeyboard_arrow_right
Chart of the Week: The Dollar’s Fortune and Foreign Stocks December 12, 2022 Economy and the Markets Chart of the Week, foreign stocks, Jeff DeMaso, U.S. dollar When the dollar is rising, U.S. stocks tend to lead the way. When the dollar is falling, foreign stocks typically outperform U.S. stocks.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: Shipping Costs Suggest Smooth Sailing December 2, 2022 Economy and the Markets Chart of the Week, Jeff DeMaso, supply chain As with seemingly everything else in our lives, Thanksgiving dinner is more expensive this year than last.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