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Record-High Stocks: Good News or Bad?
(Main Content/blog)
... uncertainty about the region’s economies and strengthened the appeal of U.S. stocks. Furthermore, rock-bottom bond yields in the U.S. and abroad have made stocks a more attractive alternative. If ...
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How to Invest in a Tough Market
(Main Content/blog)
... at the past five years. Over that time period, a balanced portfolio of 60% stocks and 40% bonds returned 5.21%. That is more than twice the current yield of 10-year U.S. Treasury bonds, which is considered ...
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Comparing Two Global Hot Spots
(Main Content/blog)
... This insured debt is yielding in the 6% to 7% range, and is worth a look. If you'd like to discuss specific investment opportunities or ways to protect yourself against global risk, don't hesitate to ...
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Don't Time the Market
(Main Content/blog)
... BP to recover from its current troubles and for its stock to rise within a few years. But while we wait, we're being paid a nice dividend yield. Dividends make stocks prices' normal, week-to-week volatility ...
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Beware of the Bond Bears
(Main Content/blog)
... Barclays High Yield Bond ETF (JNK) has returned an average of 6.68% over three years and 7.5% over five years. The reasoning behind the call to drop bonds for cash was simple: Inflation would rise, ...
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Oil, Patience, and Value Investing
(Main Content/blog)
... whole industry. And because bond prices have fallen, very strong yields are available. Investing in oil-related companies' debt is a bet that oil won't fall dramatically lower and stay there for an extended ...
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Finding Bond Bargains in ETFs’ Wake
(Main Content/blog)
... investors now use ETFs, individual bonds often swing up and down sharply in price. As a result, if you know what you're doing, there's an opportunity to earn something very rare these days: a high yield ...
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High-Yield Bonds: Attractive But Increasingly Dangerous
(Main Content/blog)
Over the past few years, the high-yield fixed-income market has been one of the few places where investors could find healthy yields. But if interest rates rise as expected, the high-yield space will quickly ...
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Insured Municipal Bonds Starting to Look Attractive
(Main Content/blog)
... any other municipality could do the same. And that means there are opportunities out there in the form of high yields. It's critical to be very selective, however. I recommend munis that mature in ...
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Avoiding the Rising-Rate Wrecking Ball
(Main Content/blog)
... investors in June started selling in droves. Yields on 10-year Treasury notes soared to their highest levels in almost two years as sellers drove down prices. Bond prices have stabilized some what—for ...
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Think Twice About Direct Real Estate Investing
(Main Content/blog)
... and bond yields. My advice to would-be real estate investors: Slow down and think carefully about what you're getting in to. If you have experience in the business of real estate, then investing in rental ...
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Should You Turn to Stocks for Income?
(Main Content/blog)
... worth considering is to pass over those bonds completely, and buy stock shares in the same company. The current environment is one of those rare times when this can make sense. Current dividend yields ...
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Finding Yield in a Low-Yield Environment
(Main Content/blog)
... at historic lows—in combination with the rating agencies' increasingly conservative approach—it's a different ballgame. Yields on the traditional go-to bonds are too low to provide enough income for retirement ...
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DEBT DEAL, DOWNGRADE, DOW DROP … WHERE HAVE WE LANDED?
(Main Content/blog)
... yields vary widely from nation to nation in the EU at present.)6 The EU could make another strong move by bolstering its euro stability fund. At present, Sarkozy and Merkel believe that the fund's 440-billion-euro ...
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A TIME FOR PATIENCE
(Main Content/blog)
... away from Treasuries. In fact, Treasury yields sank 0.18% August 8, making it cheaper for the U.S. to finance its debt.5,6,7,8 How might the downgrade of Fannie & Freddie affect the housing market? ...
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Strategic Alliances
(Main Content/about)
... Sumridge Partners LLC SumRidge Partners LLC is a fixed income specialist firm and principal based market maker in Investment Grade and High Yield Corporate Bonds, Municipal Bonds, and Institutional ...