Investing for Life
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 …
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 …
Interest rates—along with economic data and earnings reports—are one of the three key factors that actually matter when it comes to where the market may be headed. Chief Investment Officer Jim Lowell and Vice President Charlie Toole discuss their expectations for the direction of interest rates, inflation and the bond market for …
With Federal Reserve decisions front and center in the financial press, we continue to pay close attention to their impact on the bond market. Chief Investment Officer Jim Lowell and Vice President Steve Johnson shared their perspectives on how these policy decisions affect fixed-income investors in our recent quarterly webinar: Tariffs, …
We often hear from clients who want to know how their hard-earned investment gains will withstand market corrections. Chief Investment Officer Jim Lowell and Equity Research Analyst Kate Austin discussed this topic in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and click …
Helping You Answer and Prepare For Life’s Big Questions
The stock market hit new highs this month. Yet many investors remain undeniably gloomy. Economic expansions and bull markets don’t die of old age. (Just ask any Australian under the age of 28; that country hasn’t seen a recession since 1991.) But with the bull market plowing through its tenth year, …
Remember when the conversation centered on whether the Fed would raise interest rates or not? That talk has turned 180 degrees, with the financial chattering classes pondering whether a rate cut is imminent. This despite economic growth continuing apace, strong employment levels and interest rates that remain conducive to borrowing—just this …
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