Displaying 231 results
Financial advisors shun ‘sell in May’ — but still make the case for selling
History is on the side of sitting on the sidelines from May through October, but advisors say investing is not that simple.
Pessimism about retirement rises amid inflation
The last time the EBRI survey showed a decline in confidence of this magnitude was in 2008, during the global financial crisis.
Schwab’s Liz Ann Sonders says return to normal could be a rocky ride
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Yield on I bonds set to plunge below 4%
Inflation-linked I bonds have soared in popularity over the past two years, but now the yield is set to slump from the historic 9.62% rate the bonds offered just a few months ago.
Financial advisors torn between trusting the Fed and trusting the bond market
The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.
Advisors flock to ETF that upends traditional value investing metrics
Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.
Retirement experts advise staying nimble regarding 4% rule
While the popular guideline is a good starting point, inflation and rising interest rates are factors that change the game when it comes to retirement withdrawals.
With recession looming, advisors prepare for the worst
Clients are being advised to build up their cash positions, reduce equity risk and load up on high-quality fixed income.
Bond managers see 2023 as stark contrast from carnage last year
DoubleLine's Jeff Sherman and BlackRock's Steve Laipply see many opportunities in the fixed-income market.
Advisors stepping up to bond ladders as Fed pushes rates up another quarter point
Spreading fixed-income exposure over several years of maturities provides predictable income in an unpredictable economic environment.
Rally in gold revives debate over allocations to the precious metal
Up 17% over the past three months, gold is turning heads as a potential hedge.
With yields on cash climbing, advisors struggle to keep some clients in stocks
Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.
Fed policy puts bonds on front burner as advisors see myriad ways to capture yield
Coming off a horrific year for bonds, the table has been set for both simple and creative fixed-income opportunities.
After rough ride in ’22, 60/40 portfolio looks poised for solid ’23
The same Fed policy that hurt fixed income last year is likely to make it the ballast for portfolios for the year ahead.
J.P. Morgan partners with cash management platform Trovata
Trovata will host the Morgan Money corporate investing and trading solutions.
Higher yields on cash give advisers another asset allocation tool
The Federal Reserve's fight against inflation has turned boring cash accounts into top performers.
Fed will get inflation under control next year: Moody’s economist
Sohini Chowdhury sees the glass as half full when it comes to navigating a recession, but says the midterm elections could introduce other challenges.
Clock is ticking on 9.62% I bond yields
Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.
Market sell-off puts mutual funds on track for $1 trillion of outflows in 2022
The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.
As Fed battles inflation, fixed-income investing regains popularity, purpose
Experts advise taking advantage of higher bond yields while bracing clients for the near certainty of a recession.
