... war, which is admittedly hard to do, we shouldn’t worry too much about how these events may impact investment values here at home.
That doesn’t sound right, does it? But it’s true. Investors as a group ...
... Oversold” territory, according to my research partners at Bespoke Investment Group. So the tone was decidedly negative regardless of what the final numbers looked like.
Bonds continued their poor performance ...
... how their investments are doing. And pension plans usually have lots of participants and assets, so risk is spread around versus the retiree going it alone in their IRA. (Obviously I can and do help manage ...
... off of getting fewer hours at work or even having to look for a new job.
How are my investments situated?
Do I have more than 5-10% of my long-term savings invested in one company? Am I loaded up too ...
... site (assuming, of course, that I’m managing your investments and/or your accounts were at TD). Let me know of any questions.
Second and unrelated, I’m posting some snippets below from my research partners ...
You’re likely aware that this week is the last for TD Ameritrade. The final push for getting everything, all client information, investments, and a host of other data, into the Schwab system will happen ...
... some of the details.
As you may recall, we talked about buying I Bonds when inflation was peaking a year or so ago. I also bought some back then partly as an experiment because my preference is for investments ...
... intuitive sense, lots of people seem to be going in the other direction.
I mention this because of a survey from Schroders, a global investment firm. Survey respondents report planning to start their ...
... provide some understanding of how my industry is structured and how that applies to you even if we’re not managing your investments.
As you may recall, Schwab announced its deal to buy TD Ameritrade ...
... impact present value.
So, having enough is really about your total combined resources and how they match up with your goals over time. The balance of your savings and investment accounts at any particular ...
... has grown by nearly $4.5 trillion so far this year. The entire index grew by $5 trillion, according to Bespoke Investment Group, so it’s easy to see how one-sided this rally has been so far.
Also helping ...
... we get to hear. It’s a lot about investments, for sure, but we also hear from cybersecurity experts, technologists and futurists, financial therapists and, for nearly four hours, updates on aging in America. ...
... about our debates around the complexities of government spending.
Liz Ann Sonders –
Liz Ann is Schwab’s Chief Investment Strategist and, say what you will about her employer, she’s the bomb! I always ...
... has been functioning much better after several weeks of uncertainty. According to my research partners at Bespoke Investment Group, banks are lending to each other again and deposits are on the rise, both ...
... narratives are sure to shift multiple times in the coming months. If nothing else, yields on short-term investments are higher than they’ve been for a long time, so I think it’s wise to put excess cash ...
... And, according to Bespoke Investment Group, year three of a presidential election cycle is often quite strong as well. Beyond that, and from a contrarian perspective, market sentiment is abysmal and that ...
... bank is liquid and safe assuming deposits are within the limits of federal deposit insurance. Investments in heavily traded stocks and bonds, or common funds that own them, are also considered liquid because ...
... it was eerie to read about another hasty merger over the weekend to keep a bank from failing. This time it was Swiss regulators arranging a marriage of the failed investment bank, Credit Suisse (CS), to ...
... interest. This money needs to sit awhile and that makes it inappropriate for short-term spending needs. It should earn more than Tiers 1 and 2, however, while taking less risk than longer-term investments ...
... crops. While the fundamental meanings of yield probably seem obvious, the term can get muddy pretty quick in my realm. Let’s get into the details of how we think about yield in an investment context.
The ...