Investing for Life
What’s your perspective on dividend-income stocks? With interest rates and bond yields as low as they are, do they serve as a good alternative to bonds? Portfolio Manager Charlie Toole had this to say: Bonds and dividend-paying stocks both generate passive income to fund retirement spending …
Please note: This update was prepared on Friday, September 10, 2021, before the market’s close. A note from Chairman Dan Wiener: September 11 marked the 20th anniversary of the terrorist attacks and losses of life in New York, Pennsylvania and Washington, D.C. The memories are difficult, and the news media is already …
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 …
Please note: This update was prepared on Friday, July 23, 2021, before the market’s close. Earnings optimism overshadowed a surprising jump in the number of people applying for unemployment this week. That same surge in sentiment outweighed investor concern over the spread of COVID-19’s delta variant among the unvaccinated and its potential …
Please note: This update was prepared on Friday, July 9, 2021, before the market’s close. After the S&P 500 index set new records seven days running, stocks turned choppy this week. Concerns about the spread of COVID-19’s Delta variant planted doubts about the future pace of economic recovery in the U.S. and …
Helping You Answer and Prepare For Life’s Big Questions
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 …
Please note: This update was prepared on Friday, June 4, 2021, before the market’s close. Meme stocks are once again roiling markets, sending dramatically divergent signals about trading versus investing. The country’s biggest movie theater owner, AMC Entertainment Holdings (AMC), is the meme stock scene-stealer of late—it’s up 2,322% so far this …
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 …
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 …
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 …
How should investors think about protecting their gains after the recent market rebound, and when should playing defense become a bigger consideration? Equity Research Analyst Kate Austin discussed defensive allocations to bonds and markets’ potential to decline again in our recent quarterly webinar*—Take Your Pick: Recession or Recovery? …
How should investors think about protecting their gains from the recent market rebound, and when should playing defense become a bigger consideration? Equity Research Analyst Kate Austin discussed the role of bonds in portfolios and the markets’ potential to decline again in our recent quarterly webinar*: Separating Pandemic …
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