From: FlexShares.com
Historical data helps identify assets that may be positioned to fare well when higher rates threaten fixed-income and equity returns
For a good illustration of how investors typically react to the prospect of higher interest rates, look at what happened in January 2022. News that the US Federal Reserve (Fed) might begin raising rates as early as March sparked market volatility that…
From: www.marketwatch.com
The S&P 500 suffered its worst start to a year, in the first four months of 2022, in over 80 years.
Three major U.S. indexes plunged again on Thursday as investors got tripped by a hawkish Federal Reserve’s fight against inflation amid fears of a hard-landing.
As…
From: Ocean Park Asset Management
Executive Summary:
• Just as the S&P 500 Index is the “go-to” benchmark for U.S. stocks, the Bloomberg Barclays U.S. Aggregate Bond Index (often called the “Agg”) acts as the go-to index for core U.S. bonds.
• U.S. 10-year Treasury rates have fallen for the past 40 years from a high of over 15% to 1.3%…
From: www.morningstar.com
Since you can’t really avoid risk, you might as well take control of the situation.
Risk, it seems, is a four-letter word.
That’s true in the literal sense, of course. But it’s also no stretch to say risk carries a negative connotation for investors. True, the market is clipping along in 2021 (the S&P 500 is up more than 8% as of early April, on…
From: www.thinkadvisor.com
Fixed income has an important role to play in a well-diversified portfolio, even in today’s rising interest rate environment, according to a new report from Wells Fargo Investment Institute.
The report puts forward five characteristics of bonds it says investors should consider before they make changes to their bond holdings.
Investors should judge fixed income performance by…
From: www.retirementplanning.net
Most people rely on their retirement savings accounts, such as a 401(k) account or an IRA (individual retirement account), for the non-working years of their life. While these plans supplement Social Security benefits, they are also prone to market volatility. A downturn in the market could have severe implications on your retirement income from these accounts. But since…
From: www.financialadvisor.net
Markets are dynamic and continually change owing to a variety of global and domestic factors. These market fluctuations can have a considerable impact on general investment strategies and a portfolio’s worth. A market swing in the positive direction can increase the reward for investors, while a downward strike can augment the risk and reduce overall returns….
Go to page: What to Know About Custodial Accounts
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Are you wondering about different ways to invest in your family’s future?
A custodial account can help you give your children (or another young family member, like a niece, nephew or grandchild) financial support for their college education.
How Custodial Accounts Work
A custodial account is a type of savings account that allows adults to control funds on behalf of…
From: www.morningstar.com
Correlations often tend to increase during periods of market stress, making portfolio diversification tough to find when investors need it most. This pattern held true in early 2020 as many major asset classes (except high-quality bonds and cash) moved in tandem during the coronavirus-driven market downturn. And over the past 20 years, correlations have edged up for several asset classes, including…
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