The federal government is attempting to help small businesses impacted by the pandemic by offering forgivable loans to help them cover employees’ paychecks. But we think that some registered investment advisers are taking undue advantage of the program. At Adviser Investments we decided we couldn’t, in good conscience, be among …
Read More keyboard_arrow_rightHow should investors think about protecting their gains after the recent market rebound, and when should playing defense become a bigger consideration? EquityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. Research Analyst Kate Austin discussed defensive allocations to bondsA financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. Fixed-rate bonds pay out a pre-determined amount of interest each year, while floating-rate bonds can pay higher or lower interest each year depending on prevailing market interest rates. and markets’ potential to decline again in our recent quarterly webinar*—Take Your Pick: Recession …
What role do bondsA financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. Fixed-rate bonds pay out a pre-determined amount of interest each year, while floating-rate bonds can pay higher or lower interest each year depending on prevailing market interest rates. play in a portfolio, and how do we approach a decision on shifting portfolios more heavily into stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company.? Vice President Steve Johnson discussed our allocation process in our recent quarterly webinar*—Take Your Pick: Recession or Recovery? Please enjoy the excerpt below and …
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