From: MFS
Chasing yield and return in your fixed income investments whether it’s before taxes or based on tax equivalent yields could leave your portfolio overly correlated to stocks.
The following chart shows five-year monthly correlations and yields of fixed income categories compared to the S&P 500 as of 6/30/18.
The US National Debt matters because higher debt results in: higher taxes, reduced ‘benefits’ and programs, higher interest rates, and a weak dollar. All of which will make the United States a much weaker and less free nation. It is stealing from the future by spending their money today and reducing growth now which hurts everyone in coming years.
“USADebtClock.com is the current incarnation of our debt monitoring efforts. Begun in 1987 with…
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
On Friday, the S&P 500 settled at 2,619.55, down 5.16% for the week. Thursday, it entered correction territory just nine days after its January 26 record close. The Dow Jones Industrial Average made even bigger headlines last week by taking two 1,000-point drops within four days, the…
Deflation is when the price of a basket of goods declines. It’s the opposite of inflation. A common tool used to track deflation is the CPI or Consumer Price Index.
Inflation is when prices on normal goods and services moves higher over time. A common tool used to track inflation is the CPI or Consumer Price Index.
The Internal Revenue Service has announced the annual inflation adjustments for a number of taxrelated provisions for 2018, including, of course, the latest tax rate schedules and tax tables. These are the numbers for the tax year 2018 beginning January 1, 2018 (assuming there are no big changes as the result of tax reform). They are not the numbers and tables that…
“This chart shows historical performance of the S&P 500 index throughout the U.S. Bull and Bear Markets from 1926 through 2016. Although past performance is no guarantee of future results, we believe looking at the history of the market’s expansions and recessions helps to gain a fresh perspective on the benefits of investing for the long-term.”
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Can the Federal Reserve justify another interest rate hike in the second half of 2017? Given weak inflation pressure, maybe not. The central bank has set a 2% yearly inflation target, but the Consumer Price Index rose only 0.1% in July, resulting in a 1.7% year-over-year gain. Core consumer prices rose 0.1%…
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