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
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
Chart of the Week: A Bullish Case for Resisting Market Timing July 25, 2022 Economy and the Markets bottoming, bull market, Chart of the Week, Jeff DeMaso, market timing, stock market, stocks Stocks are up 6.4% this month as of Wednesday night. Is this the beginning of a new bull market or is it simply a head fake before the next pullback? If you have money to invest, that may feel like a key question, but for investors with time to be patient, it’s … Read Morekeyboard_arrow_right
Making Lemonade—Bear Market Roth Conversions June 27, 2022 Financial Planning Andrew Busa, bear market, IRA, roth conversions, roth ira, stock market This week’s reader question: Is a bear market a good time to do a Roth conversion on my IRA? As Federal Reserve Chair Jerome Powell told Congress this week, a recession is a “possibility,” but it’s not the Fed’s “intended outcome.” Good, everyone feel reassured now? While the Fed tries … Read Morekeyboard_arrow_right
Chart of the Week: How Common Are Stock Market Drawdowns? May 16, 2022 Economy and the Markets Chart of the Week, Jeff DeMaso, market drawdowns, S&P 500, stock market, stocks While investing in the stock market has been rewarding over time, it often doesn’t feel that way. And it’s no wonder—if we measure from prior highs, the S&P 500 index has spent almost half of the time down 5% or more from its peak over the last four-plus decades. Here are the … Read Morekeyboard_arrow_right
Tips for Tax-Loss Harvesting April 4, 2022 Financial Planning Cathy Lee, stock market, Tax efficient investing, Tax-loss harvesting, taxes, Weekly Question This week’s reader question: What is the best way to think about tax-loss harvesting—what are your thoughts on timing and best practices? Cathy Lee, Tax Associate, had this to say: Tax-loss harvesting—selling a losing investment to reduce your tax obligations—can help minimize taxes by offsetting capital gains and up to … Read Morekeyboard_arrow_right
Is It Time to Buy Energy Stocks? March 8, 2022 Economy and the Markets Energy stocks, Liz Laprade, oil, stock market, Ukraine This week’s reader question: With oil prices spiking, is now the time to bulk up on energy sector stocks? The price of crude oil has reached its highest level in more than a decade, leading to sticker shock at the gas pump. We also saw energy sector stocks, which popped … Read Morekeyboard_arrow_right
Are Valuations Too High to Stick With Stocks? August 13, 2021 Economy and the Markets Investing, Market volatility, stock market “Bullish” is almost too mild a word to describe the levels of enthusiasm that have helped propel the market to new highs in recent months, even as the broader economy is still recovering from the pandemic. Is it still worth investing in stocks with valuations so high? And can this bull market … Read Morekeyboard_arrow_right
Will Market Volatility Spike in the Months Ahead? August 9, 2021 Economy and the Markets coronavirus, Investing, Market volatility, stock market Isaac Newton may have thought that what goes up must come down, but a look at the S&P 500’s performance over the past year suggests today’s stock traders disagree with him. In our webinar Rocket or Rollercoaster: Where Will the Markets Go From Here?, Director of Research Jeff DeMaso … Read Morekeyboard_arrow_right
Impacts of Biden Administration Policies February 2, 2021 Economy and the Markets alternative energy, fiscal stimulus, infrastructure, janet yellen, municipal bonds, politics, stock market We’ve received numerous questions from clients asking about the new Biden administration and its relationship with Wall Street, as well as the potential impact of new policies on the economy, markets, energy and municipal bonds. Chief Investment Officer Jim Lowell explains his thinking in our recent webinar,* A … Read Morekeyboard_arrow_right