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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.
Advisors’ worst fears coming into 2023 proving groundless, so far
A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.
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.
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.
Sluggish Q4 aside, RIA M&A on track for another record year
DeVoe & Co. expects 2022 to wrap up with 260 announced RIA acquisitions, which would represent an 8% increase over last year.
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.
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.
Anticipating more pain ahead, advisers stress long-term perspective
While the stock market has officially entered a bear market, so far it doesn't feel like March 2009, when the market declined 30%, or October 1987, when it lost 20% in one day.
Mortgage rate spike changes house-hunting strategy
Some hopeful first-time buyers may have to downsize their dream home with 30-year mortgage rates at their highest level since 2011.
Fed tightening puts mortgage planning back on the table
As mortgage rates hit a two-year high, financial advisers are weighing the pros and cons of whether clients should refinance or downsize.
First rate hike since 2018 has advisers adjusting client portfolios
Some market watchers see the quarter-point hike as not enough to slow inflation or economic growth.
Fed leaves gradualism behind with urgency on rates, assets
The Fed’s pivot toward more aggressively fighting inflation suggested it will show greater urgency than the gradualism of the past.
Hedging inflation requires tiptoeing through TIPS
Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.
Charles Schwab strategists put inflation in perspective
Jeffrey Kleintop and Liz Ann Sonders scrambled to highlight the silver linings of inflation at the Schwab Impact annual conference held virtually this week.
Don’t worry about inflation, but do prepare for it
Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.
Powell says Fed taper could start ‘soon,’ end around mid-2022
The central bank could start scaling back its asset purchases in November, the Fed chairman said, after policy makers revealed a growing inclination to raise interest rates next year.
