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
Looking Beyond Stocks and Bonds for Portfolio Defense April 28, 2022 Investing alternative investments, bitcoin, Cash, commodities, Cryptocurrency, Liz Laprade, real estate, webinar Are there options aside from stocks and bonds to consider during this period of market volatility? Other than cash, what are some defensive plays? Senior Research Analyst Liz Laprade discussed alternative investments in our recent webinar,* Stocks, Bonds and the Fog of War—Our Investment Perspective. Please enjoy the excerpt below … Listen Nowkeyboard_arrow_right
Bonds in 2022—Pain, Promise and the Future of Fixed Income April 27, 2022 Bonds bonds, Chris Keith, fixed-income, Liz Laprade, webinar The bond market is feeling the impact of rising interest rates—does this mean bonds can’t do their job in your portfolio? Our bonds specialists have the answer to that and much more as part of our candid discussion about market performance, strategies, and our outlook for bonds in the coming … Watch Nowkeyboard_arrow_right
Can Commodities and TIPS Protect Against Inflation? April 26, 2022 Investing bonds, Charlie Toole, commodities, inflation, oil prices, TIPS, webinar Are commodities the answer to protecting your portfolio against rising prices? And what bonds options are out there to help your income keep pace? Portfolio Manager Charlie Toole discussed defending against inflation in our recent webinar,* Stocks, Bonds and the Fog of War—Our Investment Perspective. Please enjoy the excerpt below and … Listen Nowkeyboard_arrow_right
Will Volatility Subside Anytime Soon? January 31, 2022 Economy and the Markets Jim Lowell, Market volatility, webinar The beginning of 2022 has already seen some chaotic swings in the market—and we’re only a month in. Will the recent volatility subside? And if it doesn’t, how should investors adjust? Chief Investment Officer Jim Lowell dug into what’s behind yo-yoing market action in our recent webinar, Diversification Is Dead…and Other Modern … Listen Nowkeyboard_arrow_right
The Role of Bonds in a Portfolio November 22, 2021 Bonds bonds, Dan Wiener, diversification, webinar With yields below 2%, do bonds still play a role in an investor’s portfolio? And are investors becoming too complacent? Here’s what Chairman Dan Wiener said in our latest webinar, Booster Shots, Market Shocks and the End of Fed Intervention:* * * * * ** Dan Wiener: I … Listen Nowkeyboard_arrow_right
Supply Chain Kinks Keep Consumers in Check November 16, 2021 Economy and the Markets Dan Wiener, economy, supply chain, webinar American consumers have money to spend but kinks in the supply chain are holding back an even more robust recovery. What will that mean for the economy going forward? Here’s what Chairman Dan Wiener said in our recent webinar, Booster Shots, Market Shocks and the End of Fed Intervention:* … Listen Nowkeyboard_arrow_right
The Debt Ceiling: A High Stakes Game of Chicken November 11, 2021 Economy and the Markets debt ceiling, Jeff DeMaso, Treasurys, webinar 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 … Listen Nowkeyboard_arrow_right
What Economic Challenges Are Likely to Persist in 2022? November 9, 2021 Economy and the Markets China, Jim Lowell, supply chain, webinar As the world recovers from the pandemic, some countries have brought production and manufacturing back online faster than others. Supply in the increasingly globalized economy hasn’t been able to keep up with demand as prices rise. How long will these jams last and what are the ripple effects? Here’s what Chief Investment … Listen Nowkeyboard_arrow_right
Fighting Inflation With Dividend-Paying Stocks November 3, 2021 Economy and the Markets bonds, dividend stocks, Dividend-growth stocks, inflation, webinar With bond yields still historically low, are dividend-paying stocks the answer for income seekers? Can they be used as a substitute for bonds, and what role should they play in an overall portfolio? Here’s what Vice President and Portfolio Manager Steve Johnson said in our recent webinar, Booster Shots, … Listen Nowkeyboard_arrow_right