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How to Invest for Inflation
(Main Content/blog)
... investments with variable interest rates are also inflation resistant because their payments can adjust upward. As with stocks, a really skilled investment advisor can identify durable ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
If you follow the news, you know that inflation is rising, and so are long-term interest rates. It's been so long since both of those things happened, in a significant, long-term way, that many people ...
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The Stock Market Rotation is Here
(Main Content/blog)
... stand to benefit from increased consumer and business demand, as well as rising interest rates. But as we noted in our November blog, it probably doesn't make sense to sell off your winners wholesale, ...
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What the Democrats' Win Means for Stocks
(Main Content/blog)
... a year, to hike capital gains tax rates and to increase corporate tax rates. You can bet that the markets won’t like that part of the Democrats’ agenda as much as they like the stimulus. The ...
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Use Tax Planning to Grow Wealth Faster
(Main Content/blog)
... your traditional IRA will trigger a tax bill—but the reason to do it now is that tax rates are at historic lows. Many experts believe that rates will rise, if not in 2021, then in the next several years. ...
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Capital Gains Tax Hike a Possibility
(Main Content/blog)
... for increasing capital gains rates to the same rate as ordinary income for households with income above $1 million. Those households' capital gains rate would rise from 20% to 39.6%. Remember that Democrats ...
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The Coming Corporate Debt Cliff
(Main Content/blog)
... and decisions by the Federal Reserve. Less attention has been paid to a trend that is at least as important: the corporate debt cliff. The exceptionally low interest rates of the past decade have prompted ...
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Time to Invest Smarter
(Main Content/blog)
... backstory. A day after the Federal Reserve's July 31 announcement that it was cutting interest rates for the first time since 2008, President Trump announced additional new tariffs on a huge range of imported ...
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Interest Rate Cuts: Too Little Too Late?
(Main Content/blog)
The Federal Reserve is signaling that it's ready to cut interest rates, in an effort to protect the U.S. economy from a global slowdown in economic growth. Lower interest rates are a classic tool the ...
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Should You Invest in Real Estate?
(Main Content/blog)
... rates and high loan-to-value percentages against real estate. And that means you can get a lot of exposure with relatively little up-front cash. You could finance $400,000 or a $500,000 property, for ...
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The Investment Outlook Is Changing
(Main Content/blog)
... hefty returns were fueled by low interest rates and economic stimulus engineered by the Federal Reserve to steer us out of the Great Recession. Ultra-low interest rates and the Fed's aggressive bond buying ...
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Understanding What Drives the Market
(Main Content/blog)
... higher. The Federal Reserve raising interest rates in a slowing economy would typically be a negative catalyst; it's one reason that stocks have been volatile over the past few weeks. So what kind of ...
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What the Market Plunge Means for Investors
(Main Content/blog)
... Federal Reserve's ongoing interest-rate hikes. Investors fear that rising rates will hurt companies' earnings in a few different ways. When consumers with variable loans must pay more interest on the loans, ...
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What Will Kill the Bull Market?
(Main Content/blog)
... raises interest rates too quickly. Rapidly rising rates would make it harder for consumers to pay off variable rate debt. That pain would ripple through the economy, eventually hurting companies' sales ...
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How to Invest in Bonds as Interest Rates Rise
(Main Content/blog)
Rising interest rates are said to be the enemy of bond investors--and since we're not in an environment of rising rates, many people are wary of buying bonds at all. However, there are good reasons to ...
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The Risk of Waiting for a Cheaper Market
(Main Content/blog)
You may have heard that now is a bad time to invest your money in the market. And on some level that may feel true. Stocks are expensive, meaning there may be a correction at some point. Interest rates ...
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Why Your Advisor Should See Your Taxes
(Main Content/blog)
... this information, your advisor may recommend tax-free munis or other ways to make your interest non-taxable. Munis have delivered low returns the past few years, but rising interest rates are now making ...
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Where to Buy in an Expensive Market
(Main Content/blog)
... illustrates how effective a company is at generating a profit from every dollar you invest. At Target’s current price—which is as low as we’ve seen since the wake of its 2013 credit-card data breach—its ...
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Opportunities But Also Risks in High-Yield Bonds
(Main Content/blog)
... safe even as interest rates rise. The key is to make sure that they can't be called away by the issuer before maturity. And some energy companies are also starting to look interesting. High-yield bonds ...
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Record-High Stocks: Good News or Bad?
(Main Content/blog)
... Reserve to raise interest rates in a slow-growth environment. Neither of those scenarios appears to be in the cards right now. The S&P has gained more than 16% since February, bolstered by signs ...