China Takes Off
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What one key metric reveals about market and economic conditions.
It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks
Which sector has been leading the rally so far in 2024? One market sector has
Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the
Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific
Here’s how stocks may perform for the rest of 2024 As the fall harvest season
Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about
Best week of 2024 for the S&P 500 After a brief summer slump and a
U.S. company profits continue to impress. Earnings season is in the home stretch, with more
Market volatility spikes—but how much should you worry about it? The first full week of
A growing number of stocks are having their moment in the sun Everybody loves a
Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to
Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon?
Six more months! Six more months! Investors cheered as stocks ended the second quarter last
Is the seventh month of the year a stock investor’s best friend? While scorching temperatures
Are there potential opportunities beyond the handful of big stock market winners? The equity market
Falling bond market volatility could support equity prices. Investors looking for signs of what stocks
Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers
Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s
Should investors consider opportunities in global stocks? We believe international stocks could deserve a place
Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is
Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending
It’s a big week for news from corporate America. Earnings season is in full bloom,
Middle East conflicts shouldn’t derail the strong domestic growth story. Rising Middle East tensions caused
Can economic growth tailwinds outweigh higher interest rates? Month-over-month retail sales for March topped economist
Can company profits exceed rising expectations? First quarter 2024 earnings season kicks off this week,
First-quarter returns suggest the market may have more to give. Stocks went out like a
Derivatives can be effective when you know what you’re buying or selling. Covered call option
Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is
Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut
Prices of many services are heating up again. Last week, we learned that the Fed’s
Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and
Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now
Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added
The economy and inflation are lining up as investors hoped they would. All eyes were
It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday
“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of
Value and growth index fund investors may be surprised by their returns last year. Investors
How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems
Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit
Most stocks have been laggards this year, but that could be starting to change. It’s
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog
One active approach to risk management is currently beating the market. Risk management can be
The end of Fed rate hikes suggests good things for equities. The stock market’s surge
Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts,
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices
Historically, the 9th month of the year hasn’t been kind to investors. “April is the
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention
Stock investors may want to brace for some bumps in the road. After months of
Other market sectors are showing signs of life. The S&P 500 continued its winning streak
Is the Fed’s battle to contain inflation finally done? The market seems to think so.
The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think
Will six months of returns cause you to forsake global diversification? While it’s true that
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those
The housing market is the latest economic indicator to light up the charts? One of
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors
The positive surprises in the labor market just keep on coming. Job creation in the
Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic
Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First
Investors seem to be a relatively calm, cool, and collected bunch these days—which may be
Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health
What tools can investors use to fight longevity risk in retirement? Many retirees today probably
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly
Here’s something we have only seen once in 20 years In a true study of
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about
Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government
Chip stocks have come out swinging to start 2023 In what could be a harbinger
The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength
U.S. stocks have clearly perked up so far this year. But now, two key market
In the wake of a bruising 2022, investors seem to have decided that “risk on”
Expected interest rate volatility has fallen 28 points so far this year The financial markets
Investors eye foreign markets and like what they see. For more than a decade, international
Put “protection” has come up short lately—but there’s a better way. Put options are often
Up is down, and down is up Two key components of the equity market—growth stocks
This year we have seen a first for stocks and bonds. Welcome to uncharted territory.
Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along
Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve
Could bond investors find the next few months to be “the most wonderful time of
Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year,
Investors are shifting gears in the wake of good inflation news. Will it last? The
The losers of the past are riding high—while yesterday’s winners appear to be out of
We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500
The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble
We all know that last week’s inflation report showed headline inflation continues to surge, with
It’s a game of “catch me if you can” between investors and the Fed these
Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates.
All eyes were once again on interest rates last week, as the European Central Bank
Demand for new homes is way down. What does that mean for investors? New home
It’s a safe assumption that when Bob Dylan sang “the first one now will later
What a difference a couple of months can make. Since hitting its low point (closing
Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road
As investors digested both the Fed’s decision to raise interest rates by another 75 basis
The U.S dollar continues its steady march higher, up 14.7% during the past 12 months.
Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how
The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial
Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a
Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates
American workers are reliving the past – and that’s a potentially big problem. The reason:
Equity markets sent investors smiling into the Memorial Day weekend, thanks to the biggest weekly
With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%,
Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The
Investors liked what they heard from the Fed this week. The Federal Reserve Board raised
No doubt about it: Fixed-income investors are spooked. Volatility in U.S. Treasuries has soared this
As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our
Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings
Investors sure are a gloomy bunch these days. How downbeat are they? According to the
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have
Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay
From the youngest to the oldest American workers – GenZ to Baby Boomers – their
A large swath of the GenX population, many of whom are 20 years or less
The march higher in the cost of home health, assisted living or nursing home services
American workers just got another jolt of bad news about the financial health of Social
Federal Reserve Chairman Jay Powell repeated his view at last week’s Jackson Hole meeting that
There’s a record-breaking chasm opening up between American and Chinese stocks this year. The SPDR
The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over
The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over
You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and
Target date funds operate under the assumption that someone’s asset allocation should follow a glide
Yet another setback for retirees who view traditional fixed-income investments as a secure way to
The Federal Reserve’s meeting last week sparked a selloff in stocks and bonds as the
Capturing the pandemic’s weird real-world effects is reflected in how high above trend retail sales
Bidding wars for homes has soured people on reaching for the American dream: for the
What was a rumbling of change in the last few years is now barreling into
What was a rumbling of change in the last few years is now barreling into
Millions of workers are retiring early. But not necessarily because they want to. The pandemic
When financial markets went haywire in March 2020, people pursuing a traditional financial plan may
Of all the financial challenges facing retirees, being a widow can be one of the
Nearly every day the financial news headlines trumpet the selloff in bonds and the rising
Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year
Does 2021 strike you as a replay of 1999? The investment theme now, as it
Up, up and away for the price of a new single-family home, which reached a
Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders
A common investor assumption is that bonds tend to go up in value when the
When stocks fall, bonds rally. That’s standard market action today. And it makes bonds look
Categories
Topics
It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement
Which sector has been leading the rally so far in 2024? One market sector has outperformed all others so far this year—and it’s probably not
Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the Federal Reserve Board’s near-certain decision to cut the federal funds
Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific Coast Highway or North Carolina and Tennessee’s Tail of the
Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard
Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming
Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up
U.S. company profits continue to impress. Earnings season is in the home stretch, with more than 90% of the companies in the S&P 500 index
Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%
A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in
Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:
Will softness in housing inflation, jobs, and other metrics prompt the Fed to act soon? Those long-sought-after Fed rate cuts are looking more plausible, thanks
Six more months! Six more months! Investors cheered as stocks ended the second quarter last Friday up 4.3%. . . and 15.3% for the first
Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors
Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series
Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for
Potential homebuyers are hitting the brakes. What could that mean for the future? Would-be homebuyers are increasingly deciding to stay put —which could help further
Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s world and we’re just living in it? At least, that’s
Should investors consider opportunities in global stocks? We believe international stocks could deserve a place in many investors’ portfolios because they can potentially add diversification
Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is a question that seems to be on more investors’ minds
Generating goals-based income with an equity-centric, globally diversified portfolio. Memo to retirees seeking sustainable spending power: Consider sticking with stocks. One of our core beliefs
It’s a big week for news from corporate America. Earnings season is in full bloom, with roughly half of the companies in the S&P 500
Middle East conflicts shouldn’t derail the strong domestic growth story. Rising Middle East tensions caused oil prices to briefly spike last week before reversing course
Can economic growth tailwinds outweigh higher interest rates? Month-over-month retail sales for March topped economist expectations at 0.7%, with February figures revised higher to 0.9%
Can company profits exceed rising expectations? First quarter 2024 earnings season kicks off this week, on the heels of reports showing both a robust jobs
First-quarter returns suggest the market may have more to give. Stocks went out like a lion in March, with the S&P 500 hitting its 22nd
Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to
Keeping a close eye on Treasury market volatility Volatility in the Treasury bond market is once again flirting with its recent lows. That could be
Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of
Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by
Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s
Is stocks’ extended winning streak “an offer you can’t refuse”? The S&P 500 has now closed higher for 14 out of the last 15 weeks.
Robust consumer spending continues to support a strong economy. Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had
The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first
It could be a great time to buy stocks. Here’s why. Investors celebrated last Friday as the S&P 500 notched its first record-high close in
“Sticky” shelter costs could keep overall prices uncomfortably high. While inflation’s steady march downward of late has investors (and the Fed) cheering, it may be
Value and growth index fund investors may be surprised by their returns last year. Investors commonly own both value and growth stocks to diversify their
How are the “Magnificent 7” stocks really doing? Outperformance isn’t always exactly what it seems to be. Many investors this year have been hungrily eyeing
Some crucial context on Americans’ “out of control” debt levels. “Credit Card Debt Crisis” “Credit Card Debt Hits New Record” “Americans Are Drowning in Credit-Card
Most stocks have been laggards this year, but that could be starting to change. It’s no secret that a minute group of tech stocks has
Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears
One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has
The end of Fed rate hikes suggests good things for equities. The stock market’s surge last week—U.S. and global equities soared nearly 6%—may be the
Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the
GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before
House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.
It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds are on track for a third consecutive calendar year of
The greenback’s recent rally could have legs. The U.S. dollar is lighting up the charts, rallying for the past ten weeks (see the chart). That’s
Falling interest rate volatility in Treasuries could herald a stock market rally. There are few things that make investors happier than having clarity about where
Sharply higher oil prices have the potential to re-ignite inflation. Last week saw oil prices hitting their highest point in 10 months following news that
Historically, the 9th month of the year hasn’t been kind to investors. “April is the cruelest month,” wrote poet T.S. Eliot—who, we assume, didn’t own
There are few signs of the economic struggles predicted at Jackson Hole last year. Attention will be focused on Wyoming this week, where the 46th
Stock investors may want to brace for some bumps in the road. After months of gains and low volatility from stocks, emerging signs show that
Other market sectors are showing signs of life. The S&P 500 continued its winning streak in July and is up more than 20% in 2023.
Is the Fed’s battle to contain inflation finally done? The market seems to think so. Recent comments from multiple Wall Street firms and economists suggest
The S&P 500’s lowest correlation level in years suggests outperformers and underperformers should emerge. Think the S&P 500’s low volatility these days means all is
Will six months of returns cause you to forsake global diversification? While it’s true that “the market” is up for the year, it’s really a
Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those Stephen Sondheim lyrics pretty much summarize the sentiment among a
The housing market is the latest economic indicator to light up the charts? One of the key leading indicators of future economic activity—construction of new
Does This Market Have Staying Power? Stocks escaped the bear’s grip. What comes next Investors cheered last week as the S&P 500 broke free of
The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations. Case in point: last week’s
Is the fast-moving market moving too fast? Technology stocks generally hate higher interest rates. Tech companies often need ongoing access to lots of capital to
Active management aims to navigate trends as they emerge—and fade We believe an active, dynamic approach to portfolio management can provide investors the potential to
Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s common for one superhero to be bigger than an entire
Fear-inducing headlines are likely painting too grim of a picture. Silicon Valley Bank. Signature. First Republic. PacWest. Comerica. The list of regional banks that have
Investors seem to be a relatively calm, cool, and collected bunch these days—which may be a harbinger of stock market strength in the coming months.
Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health have dominated many investors’ thoughts for weeks. But as we
What tools can investors use to fight longevity risk in retirement? Many retirees today probably remember the 1976 disco hit “Right Back Where We Started
There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between
Here’s something we have only seen once in 20 years In a true study of contrasts, the tech-heavy Nasdaq 100 index has soared 6.3% during
Stocks stand to benefit if the Fed eases up on the brakes Continued concerns about the health of the U.S. banking system and economy have
Bank woes raise questions about the Fed’s next move. Investors’ sudden hunger for U.S. government bonds has pushed yields to their lowest levels in months—and created
Chip stocks have come out swinging to start 2023 In what could be a harbinger of things to come for the markets, semiconductor stocks are
The U.S. real estate market has been flexing its muscles in recent weeks. Unexpected strength in the real estate market this week is the latest
U.S. stocks have clearly perked up so far this year. But now, two key market metrics show a heightened level of risk in domestic equities
In the wake of a bruising 2022, investors seem to have decided that “risk on” is where it’s at this year. Case in point: High-beta
Expected interest rate volatility has fallen 28 points so far this year The financial markets are predicting less volatility in interest rates during the coming
Investors eye foreign markets and like what they see. For more than a decade, international stocks have lost performance race after performance race to the
Put “protection” has come up short lately—but there’s a better way. Put options are often a go-to risk management strategy among investors seeking protection against
Up is down, and down is up Two key components of the equity market—growth stocks and value stocks—are looking significantly different as 2023 gets underway,
This year we have seen a first for stocks and bonds. Welcome to uncharted territory. As we head to the finish line, stocks are down
Everybody can appreciate a smooth ride—and for investors, a journey without too many bumps along the way can potentially result in more wealth. One
Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its
Could bond investors find the next few months to be “the most wonderful time of the year?” High-yield (or “junk”) bonds—along with the rest of
Investors won’t have to dip into their savings to pay for their Thanksgiving feasts this year, but they may choke on their pumpkin pie when they
Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last week’s news of lower-than-expected inflation,
The losers of the past are riding high—while yesterday’s winners appear to be out of gas. To sail to your destination, you need to put
We’re more than halfway through the third-quarter earnings season, and thus far, the S&P 500 overall is reporting its worst year-over-year earnings growth since the third
The squeeze on homebuyers appears to be getting tighter by the month—which could spell trouble for multiple sectors of the economy in the future. Today,
We all know that last week’s inflation report showed headline inflation continues to surge, with the consumer price index (CPI) accelerating by 8.2% in September
It’s a game of “catch me if you can” between investors and the Fed these days. For the most part, the Fed’s recent series of
Tomorrow, the Federal Reserve Board is set to announce its latest decision regarding interest rates. Will it be yet another 75-basis point increase, as many
All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates
Demand for new homes is way down. What does that mean for investors? New home sales plunged in July, falling nearly 13% to a seasonally-adjusted
It’s a safe assumption that when Bob Dylan sang “the first one now will later be last,” he didn’t have financial markets in mind. And
What a difference a couple of months can make. Since hitting its low point (closing price) for the year on June 16, the S&P 500
Is More Volatility Coming Down the Pike? Investors looking for greater clarity about the road ahead for equities—and a break from market volatility—probably shouldn’t hold
As investors digested both the Fed’s decision to raise interest rates by another 75 basis points and the news that U.S. economic growth declined in
The U.S dollar continues its steady march higher, up 14.7% during the past 12 months. That sharp rise, coupled with the euro’s ongoing slide, created
Over the next few weeks, a steady stream of second-quarter earnings reports will reveal how companies have navigated historically high inflation, continued supply chain challenges,
The S&P 500 hasn’t seen two consecutive quarters of negative returns since the global financial crisis—until now, that is. The index’s -16.1% return during the
Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a recession—up from just 18% in January. The newspaper noted that
Red-hot inflation, and the Fed’s now-aggressive efforts to fight it, are pushing up mortgage rates at their fastest pace on record—and potentially putting the squeeze
American workers are reliving the past – and that’s a potentially big problem. The reason: Real wages adjusted for inflation have recently declined, in some
Equity markets sent investors smiling into the Memorial Day weekend, thanks to the biggest weekly gains for the S&P 500 (+6.6%) and the Dow Jones
With the Nasdaq plummeting 27.2% and the S&P 500 Growth Index close behind at -26.2%, growth stock investors have taken it on the chin this
Investors in balanced portfolios these days may feel like they’ve fallen off a tightrope. The classic portfolio of 60 percent equities and 40 percent fixed-income—the
Investors liked what they heard from the Fed this week. The Federal Reserve Board raised the Federal Funds Rate by 50 basis points (0.50 percentage
No doubt about it: Fixed-income investors are spooked. Volatility in U.S. Treasuries has soared this year. As seen in the chart, the 10-day moving average
As Americans become more comfortable with Covid-19’s transition from pandemic to endemic, two of our key expectations for this year are that consumer spending will
Now that the Federal Reserve Board has started raising rates, the upcoming first quarter earnings season could arguably be one of the most interesting and
Investors sure are a gloomy bunch these days. How downbeat are they? According to the AAII Investor Sentiment Survey1 (a weekly poll measuring individual investors’
As expected, the Federal Reserve Board on Wednesday raised the target range of the federal funds rate—a key short-term interest rate—by 25 basis points from
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of at least 5% in October.
Eye-popping jumps in energy prices worldwide has some people proclaiming we’re in a replay of the stagflation of the 1970s. That view ignores substantial
From the youngest to the oldest American workers – GenZ to Baby Boomers – their greatest fear about retirement is…
A large swath of the GenX population, many of whom are 20 years or less from the end of their working careers, say they don’t
The march higher in the cost of home health, assisted living or nursing home services continues. The blended cost of providing a year’s worth…
American workers just got another jolt of bad news about the financial health of Social Security. A recent report moved up the program’s insolvency date…
Federal Reserve Chairman Jay Powell repeated his view at last week’s Jackson Hole meeting that the jump in inflation would be “transitory” as supply…
There’s a record-breaking chasm opening up between American and Chinese stocks this year. The SPDR S&P 500 ETF (SPY) is outperforming…
The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over the age of 65 left the labor force last month…
The Baby Boomer retirement wave, egged on by Covid, rolls on. Another 248,000 Americans over the age of 65 left the labor force last month…
You’ve likely heard that second quarter profits are surging, driven by easy year-over-year comparisons and the reopening of the economy…
Target date funds operate under the assumption that someone’s asset allocation should follow a glide path, automatically shifting a portfolio…
Yet another setback for retirees who view traditional fixed-income investments as a secure way to fund a long retirement…
The Federal Reserve’s meeting last week sparked a selloff in stocks and bonds as the central bank’s projections showed it may bump up interest rates..
Capturing the pandemic’s weird real-world effects is reflected in how high above trend retail sales are, at 12.9%, versus how far…
Bidding wars for homes has soured people on reaching for the American dream: for the first time in nearly 40 years, a majority of…
What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name recognition of Bitcoin and…
What was a rumbling of change in the last few years is now barreling into the mainstream with widespread name recognition of Bitcoin and…
Millions of workers are retiring early. But not necessarily because they want to. The pandemic is pushing them to bow out of a job, according
When financial markets went haywire in March 2020, people pursuing a traditional financial plan may have been tempted to do something…
Of all the financial challenges facing retirees, being a widow can be one of the most difficult to bear. As the U.S. comes to the
Nearly every day the financial news headlines trumpet the selloff in bonds and the rising yields that go along with it. Some market pundits…
Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year to date, the S&P Small-Cap 600 Index is…
Does 2021 strike you as a replay of 1999? The investment theme now, as it was then, is to buy the companies on the leading
Up, up and away for the price of a new single-family home, which reached a record high $408,800 to kick off 2021. Goals-based clients who
Inflation isn’t a problem now, but financial markets are saying it could be soon. Traders are pricing in the possibility that Consumer Price Inflation…
A common investor assumption is that bonds tend to go up in value when the stock market is sliding. That’s been true during the bond
When stocks fall, bonds rally. That’s standard market action today. And it makes bonds look like a reliable way to counteract the stock market’s inevitable…