... And these fears were stoked yet again this morning with inflation running hotter than anticipated. Fundamentally, the various narratives around this have been about jobs and the health of the consumer, ...
... has an opinion. The dates and other specifics around a recession are important, however, so it’s good to understand some of the fundamentals.
There are multiple ways to define a recession. The typical ...
... and, above all, what the client needs. None of this guarantees success. Instead, portfolio management is fundamentally an exercise in trying to control what can be controlled regardless of what the markets ...
... expenses? While there’s no one right amount for the size of your emergency fund, six months is a good target. This should provide time to pivot if you lose your job or have a large emergency expense. But ...
... but I digress…
Since interest rates are all the rage right now, let’s spend a few minutes reviewing where we stand with three rate benchmarks and what’s expected by year-end.
Fed Funds Rate – 0.75% ...
... hikes, with the federal funds rate expected to reach as high as 3% in early 2023 [up from 0.5% currently]. Considering that the Fed has only raised rates once, a lot of future rate hikes are already being ...
... also fell, but by maybe half as much as floaters.
And third, floaters pay low interest rates compared to core bonds until rates rise, then often step up gradually. The iShares Floating Rate Bond Fund, ...
... its onslaught. Over the same period, according to FactSet, more than $770 million in new money has flowed into ARK Innovation, the exchange-traded fund run by aggressive-growth investor Cathie Wood.
That’s ...
... potential to delay peak inflation. Despite these headwinds, Americans are coming into this at a fundamentally healthy position – consumer demand has been robust (i.e. January retail sales surprised to ...
... jump right in by reviewing recent performance through last Friday of four popular index funds from Vanguard: Total US Stock Market (VTI), FTSE Developed Markets (VEA), FTSE Emerging Markets (VWO), and ...