From: financial-planning.com
(Bloomberg) – Corporate bonds had a big year in 2015, but it was not necessarily a good one.
Goldman Sachs analysts led by Lotfi Karoui highlight 15 records broken by the corporate bond market last year, including many that left many advisors and investors unhappy.
For example, high-yield bonds sold by companies with more fragile balance sheets recorded their worst annual…
From: financial-planning.com
Liquidity may be an appealing characteristic for an investment, but a growing base of research is finding that illiquidity may be even more desirable. Ironically, demand for illiquid investments is so low, that they appear to carry persistent excess return premiums. This view has been popularized in recent years by people including David Swensen of Yale Endowment, who racked up a whopping 13.9% annual…
From: nytimes.com
The logic of investing in index funds has so far seemed simple and compelling for growing numbers of people.
Why spend the time researching individual securities and run the risk of choosing the wrong stock in the wrong sector when you can simply buy the market as a whole? Put your money in an exchange-traded fund, or E.T.F., or in a traditional mutual…
From: ishares.com
1. What is the difference between ETFs and mutual funds or stocks?
iShares ETFs combine popular features of both. Like a mutual fund, an ETF is a collection of stocks or bonds. And like a stock, you can buy and sell an ETF throughout the day as long as the market is open.
2. What are the benefits of ETFs?
They can help you grow your money….
From: forbes.com
What will it cost you to live in retirement? Like many people, you might try to answer this crucial question by using an online budgeting app or by looking at what others tell you is a good rule of thumb. While these tools might provide a starting point, it’s important to keep in mind that the expenses you face today may not be the ones…
From: businessinsider.com
The markets have been getting rocked.
Stocks in the US were lower for a fourth straight day on Friday with all 30 Dow stocks lower.
Friday’s intra-day low of 1,970 on the S&P represents a 7.6% drop from its intra-year high of 2,134.
So, is it time to panic?
It’s important to note that big sell-offs occur all the time,…
From: financial-planning.com
It’s too late to sell and too early to buy, which means most investors should be sitting tight.
How can you keep clients from making panicky decisions in the days ahead? As of Monday’s market close, the S&P 500 was down 11.2% from its all-time high, officially in a correction, and yet rebounded at Tuesday’s open. Your phone may…
From: lodmell.com
Compared to the FLP, the LLC is the relative newcomer to the field. LLC’s began in the 1970’s in Wyoming and Florida. They create a corporate structure, and give the benefits of a corporation without the downside of double taxation. Prior to the LLC this was accomplished by using an S-Corporation; however, S-Corps have significant restrictions and are therefore difficult to use. With…
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