Investing for Life
By Director of Research Jeff DeMaso “Why own foreign stocks?” It’s a question I’m hearing more and more these days. I get it. Over the past decade-plus, U.S. equities have dominated foreign stocks. But that hasn’t always been the case. Foreign stocks will come back in favor… just don’t ask me …
By Director of Research Jeff DeMaso One upside to rising prices is that they’ve prodded the Internal Revenue Service (IRS) to boost a few cost-of-living adjustments for tax year 2022. This means workers can save up to $20,500 in their company-sponsored 401(k) plans next year (a boost of $1,000 over 2021), …
With the U.S. facing an unprecedented default on paying its debt last month, Congress kicked the can down the road to Dec. 3. What could happen to stocks and bonds if Capitol Hill is unable to raise the debt ceiling next month? Here’s what Director of Research Jeff DeMaso said in our …
By Director of Research Jeff DeMaso The S&P 500 Index’s largest drawdown this year has been just over 5%, and it took the large-cap flagship only about a month to recoup that loss and start reaching new record highs. Small caps? Different story. The S&P SmallCap 600 index peaked on June …
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