Is the 60/40 Investing Approach Still Sound?
August 4, 2021
Is the 60/40 Investing Approach Still Sound?
In the current low-yield environment, it’s a question we get frequently: Is the 60/40 approach still a smart investment strategy? If so, are bonds the right balance to stocks right now or are there other/better options? The short answer: Yes, the 60/40 approach remains …Read More keyboard_arrow_rightBond Market Q2 Review & Q3 Outlook 2021
by Chris Keith, Senior Vice President, Fixed Income Manager
What a difference a quarter makes! The Aggregate Bond index produced a positive return of 1.83% in Q2, and both momentum and performance in the bond market changed for the better. Just three months ago, bond investors …Read More keyboard_arrow_rightAre REITs Better Than Bonds?
Are REITs Better Than Bonds? This week’s reader question takes us into the realm of income-producing investments: Are REITs a good alternative to bonds in the current market? Are they a safe and solid investment overall? Chris Keith, Senior Vice President, Fixed Income Manager. had this to say: REITs can certainly …
Read More keyboard_arrow_rightThe Role of Bonds in a Low-Yield World
Should investors try to replace the return on long-term bonds in a low-rate environment? Do bonds still have a role in a diversified portfolio? Chairman Dan Wiener discussed the state of the bond market in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy …
Read More keyboard_arrow_rightSpecial Report 
Financial Planning: Securing Your Future
Helping You Answer and Prepare For Life’s Big Questions
How Inflation Impacts Dividend Stocks and Muni Bonds
What’s likely to happen to interest-rate-sensitive investments like dividend-paying stocks and state and municipal bonds when inflation rises? Vice President Charlie Toole looked at the implications in our recent webinar,* Inflation, Inoculation and Infrastructure: Defining the New Normal. Please enjoy the excerpt below and click …
Read More keyboard_arrow_rightBond Market Review & Outlook Q2 2021
by Chris Keith, Senior Vice President, Fixed Income Manager
As stocks have soared on the prospects of a vigorous reopening of the U.S. economy, bonds have fallen precisely for the same reasons. From the low of last August, bond yields have risen and bond prices have …Read More keyboard_arrow_rightTaxable Municipal Bonds: Five Facts You Should Know
by Chris Keith, Senior Vice President, Fixed Income
- Our “bond guy,” Chris Keith, gives a rundown of the rapidly growing taxable municipal bond segment of the U.S. bond market
- Taxable munis may grant both
With Interest Rates Low, Why Bother With Bonds?
Given low interest rates, have we changed our allocation to bonds among government, corporate, high-yield and international debt? Vice President Steve Johnson spoke about how we’ve positioned our fixed income investments for 2021 in our recent webinar,* A Tale of Two Recoveries: Will Main Street Catch Up With …
Read More keyboard_arrow_rightBond Market Outlook 2021
by Chris Keith, Senior Vice President, Fixed Income
Bonds in 2021: A Snapshot 2020 in Review Mitigating risk in a low interest-rate environment has never felt so satisfying. The bond market rewarded investors with a respectable 7.51% return in 2020, nearly matching 2019’s 8.71% return, and …Read More keyboard_arrow_rightAre Bonds Still a Safe Haven?
November 12, 2020
Is it still worth holding bonds with interest rates as low as they are? Portfolio Manager Charlie Toole discussed our view on bonds in a low-rate environment in our recent webinar,* Looking Beyond the Election to the Recovery’s Future. Please enjoy the excerpt below and Read More keyboard_arrow_right
Bond Market Volatility and Monumental Monetary Policy: Our Experts Weigh In
Keeping up with the coronavirus crisis’ impacts on the stock and bond markets as well as the reactions from federal and local government policymakers can feel like a full-time job. For us, it is. What does it all mean for your portfolio in the days ahead? In our latest episode of an …
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