What Makes a Recession? January 10, 2023 Economy and the Markets recession, video Senior Research Analyst Liz Laprade picks up where she left off in last week's video to explain how one is defined.Watch Nowkeyboard_arrow_right
Signal From Static: What Happens to Stocks During Recessions? December 19, 2022 Economy and the Markets Dan Wiener, recession, stock market If we are headed for a 2023 recession, then this will be a very atypical period given that stocks have been falling over the past year.Read Morekeyboard_arrow_right
Vanguard To Shut Down Factor ETF September 28, 2022 Adviser Fund Update 40/60 portfolio, Charlie Toole, Fidelity, recession, vanguard 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
Retiring in a Bear Market: The Conservative Approach September 14, 2022 Adviser Fund Update 40/60 portfolio, Charlie Toole, Fidelity, recession, vanguard 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
At Vanguard, Only Millionaires Need Apply August 31, 2022 Adviser Fund Update Jeff DeMaso, recession, vanguard It's the worst-case scenario—retiring just before a sustained decline in the stock market. Can your portfolio recover? We found out.Read Morekeyboard_arrow_right
Chart of the Week: The Better Recession Question August 8, 2022 Economy and the Markets Chart of the Week, gdp, Jeff DeMaso, recession, timing The economy—measured by real GDP—contracted in both the first and second quarters this year. So, are we in a recession or not? We say: Who cares? The question investors should be asking is “What do we do with the information?” To help answer this question, I identified past periods when GDP went … Read Morekeyboard_arrow_right
Protecting Retirement Savings Against Losses August 5, 2022 Investing bear market, interest rates, Jeff DeMaso, recession, The Fed, webinar Investors approaching retirement or already there are understandably concerned about the impact of a bear market on their hard-earned assets. What can they do to protect their retirement savings? Manager of Financial Planning Andrew Busa and Interim Director of Research Jeff DeMaso discussed some options in our recent webinar,* Bear … Listen Nowkeyboard_arrow_right
What’s the Difference Between a ‘Hard’ and ‘Soft’ Landing? August 4, 2022 Investing bear market, interest rates, Jeff DeMaso, recession, The Fed, webinar If, like so many of our clients, you’re a regular consumer of financial news, you’ve surely heard Federal Reserve Chair Jerome Powell discussing the central bank’s aim for a “soft landing” resulting from its interest-rate hike policy. Interim Chief Investment Officer and Director of Research Jeff DeMaso parsed the difference between a … Listen Nowkeyboard_arrow_right
Are We Headed for Stagnation? August 4, 2022 Investing Andrew Busa, bear market, Jeff DeMaso, recession, webinar We hear it a lot: What are the chances that we’ll see long-term stagnation—say, a decade of low or no returns for stocks or bonds? And how can investors plan for this scenario? Interim Director of Research Jeff DeMaso and Manager of Financial Planning Andrew Busa discussed some options in our recent … Listen Nowkeyboard_arrow_right
Chart of the Week: Bond Traders Expect Lower Inflation July 11, 2022 Economy and the Markets bond market, Chart of the Week, inflation, recession, TIPS, Treasury bonds, Treasurys Most of us are concerned about how long inflation will remain elevated. But the Fed’s army of Ph.D.s hasn’t had much success trying to forecast its rise or fall. In the absence of a solid model for predicting inflation, I like to keep an eye on the difference between the yields on … Read Morekeyboard_arrow_right
Chart of the Week: How Low Will Sentiment Sink? June 21, 2022 Economy and the Markets Chart of the Week, consumer sentiment, growth, Jeff DeMaso, recession, U.S. consumer It feels like everyone’s got a frown on their face lately. The University of Michigan has been asking consumers how they feel about the economy for decades. The response this month was the most pessimistic ever recorded. You read that right: Consumers are more concerned today than they have been at any … Read Morekeyboard_arrow_right
Chart of the Week: Are We Headed Toward Recession? May 2, 2022 Economy and the Markets Chart of the Week, gdp, Jeff DeMaso, recession Does the negative GDP growth rate in Q1 mean we are in a recession? I don’t think so. First off, that 1.4% annual pace means the economy contracted just 0.4% in the first three months of the year—that’s a blip on the radar. Second, that decline is in “real GDP,” or GDP … Read Morekeyboard_arrow_right