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How to Invest This Election Year
(Main Content/blog)
... price before buying any stock. In the meantime, you might want to park your cash in three-months Treasury bills, which are currently yielding an attractive 5.45%. Don't hesitate to reach out to us if ...
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The Big Question: When Can I Retire?
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... Family health history can yield some clues there. Do you want to live large in retirement or pursue a simpler lifestyle? And how much risk are you willing to take in your retirement portfolio in hopes ...
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Why You Should Be Invested Right Now
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... about 4% a year. Whether your cash is intended for short-term or long-term use, it should be invested right now. There are good yields right now on short-term bonds and money market funds, and even CDs ...
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“Sell in May Go Away” is Not the Way
(Main Content/blog)
... will happen in the long run. If you're too nervous to commit to stocks, you should note the attractive yields are available on safe investments. Six-month Treasuries, for example, were recently yielding ...
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Take the Long View, Ignore the Scary Headlines
(Main Content/blog)
... to fine-tune your investment mix in order to position for the best possible return with the least amount of risk. For instance, bond yields have strengthened significantly in recent months, which may give ...
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Improving Bond Yields and the Case for Rebalancing
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... And with interest rates low for much of last year, bonds provided very little if anything in the way of yield. Things look a lot different this year. Yields on all types of fixed income are way up, thanks ...
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Five Predictions for 2023
(Main Content/blog)
... homebuying years. 4. Investors will flock to bonds. Demand for fixed income should increase in 2023 as investors realize that rising interest rates have resulted in the most attractive bond yields in ...
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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
... time to start planning how to invest it. Stocks are likely to be volatile for some time, but investing in the right areas soon could yield good long-term results. Bear in mind that many quality stocks ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
... the proceeds, there's no obvious place to reinvest that money. High-quality bonds are unappealing because of their low yields--10-year Treasuries are yielding just 1.3%. And the possibility of rising ...
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Rising Inflation and Interest Rates: What to Do
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... predicting that higher future prices of goods and services will make bonds' fixed income payments less valuable. Accordingly, bonds are trading at lower prices. Bonds' yields move in the opposite direction ...
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The Coming Corporate Debt Cliff
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... themselves with huge amounts of debt, and in many cases they're not profitable. Behind much of this corporate debt are regular investors looking for decent yield in a super low interest rate environment. ...
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Bond Yields Are Low – So Where Do You Find Income?
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It's difficult to find good income opportunities in the bond market right now. The 10-year Treasury, which was yielding more than 3% last fall, is heading into this fall at 1.7%. That's even less than ...
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Time to Invest Smarter
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... watchers are concerned about the effect on stocks of the trade war and of a possible currency war. And they point to recession indicators such as the "inverted yield curve." A recession, which could ...
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Understanding What Drives the Market
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... soaring. More important for most investors, though, are long-term catalysts. A healthy economy like the current one is a powerful catalyst. It can create higher bond yields and push stocks consistently ...
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Seeking Diamonds in the Rough for 2018
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... The Dogs of the Dow are the 10 highest yielding Dow Jones Industrial stocks as of the end of the year. Since yield equals dividend relative to price, the Dogs not only pay a high amount of income, but ...
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Why ETFs Shouldn’t Dominate Your Portfolio
(Main Content/blog)
... Example: If my clients' bond holdings between 2009 and 2013 had been only ETFs, they would have lost money. But, by buying and selling individual bonds in that period, we earned yields north of 10%. ...
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Why Your Advisor Should See Your Taxes
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... tax returns each year. Using the information on your taxes allows a good advisor to maximize your after-tax rate of investment return. And in the current environment of low bond yields and stock-market ...
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Where to Buy in an Expensive Market
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... price has created a high dividend yield—currently 4.35%. More importantly, Target also has a high return on invested capital. Return on invested capital is a key longer-term measure of a company’s profitability—it ...
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When That High Yield is a Trap
(Main Content/blog)
<p>Yields are miserable out there: The S&P 500’s average dividend yield is just about 2%. The highest-rated 10-year corporate bonds, meanwhile, are paying just a bit more than that on average.</p><p> ...
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Opportunities But Also Risks in High-Yield Bonds
(Main Content/blog)
High-yield bonds are on a roll: The iShares U.S. High-Yield Bond Index ETF (ticker: XHY) is up more than 11% for the year. But before jumping on the bandwagon, be aware that there's lots of risk in high-yield, ...