... 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 ...
... like stocks.
There are lots of other investments out there vying for your money, but I’ve specifically left them out. Remember, we’re talking about short- and medium-term cash management. We want ease ...
... takeaway should be that your yield is a function of the cash you’re receiving while holding shares and what you paid to buy the shares. It’s not your investment return when we talk about stocks because, ...
... slowly reclaiming the declines of the bear market over the next several years. In fact, it took three-quarters of a decade before stocks finally made new highs again, and the real breakout of the 1980s ...
...
Investing can also play a big role in building wealth over time. There are a variety of investment options available, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). It’s important ...
Wondering why your investments have been performing better lately? While I’d love to take the credit, the turnabout for stocks and bonds so far this year is, as always, due to a variety of factors. But ...
... we roll into the new year.
Here’s a roundup of how major markets performed during Q4 and year-to-date, respectively:
US Large Cap Stocks: up 7.6%, down 18.2%
US Small Cap Stocks: up 6.2%, down ...
... over perhaps a couple of years.
If ratcheting risk up instead, you can use the same S&P 500 index funds but just buy more. There are other asset classes such as emerging markets, preferred stocks, and ...
... selling a passively managed ETF like the S&P 500 fund, SPY, you could use an actively managed mutual fund that owns large cap US stocks. Or you could use a foreign ETF in place of a domestic ETF. It’s ...
... up to a 20% variance, before doing anything. However, this client has an upcoming RMD and there’s room to cut, so we’ll trim back stocks and send money to the client’s bank account. I’ll then add remaining ...
... looked like last week. The chart below shows four indexes: the S&P 500 in green, developed foreign stocks in blue, the NASDAQ in orange, and bonds in light blue. It’s easy to see when the news came out! ...
... left their closed-door meetings about the looming pandemic and sold stocks. Going into the worst of the market lows a month later, officials at the Fed and even within Congress, bought stocks as both bodies ...
... recession risk here and abroad that increased uncertainty and market volatility.
Here’s a roundup of how major markets performed during Q3 and year-to-date, respectively:
US Large Cap Stocks: down ...
... shows up in market breadth (stocks advancing vs declining, currently the lowest it’s been in decades), volatility levels, and investor sentiment surveys. Sentiment is a known contrarian indicator, albeit ...
... may be enlightening while also putting some cash back into your checking account. What to do with the money you’ve saved? Buy some stocks and bonds. You may have heard they’re on sale lately.
Here's a ...
... last week the S&P 500, the standard index for US stocks, was down almost 14%. The tech-heavy NASDAQ index was down 22%. Foreign stocks, both developed and emerging markets, are down 19%. And medium-term ...
... absolutely a place for risk in your financial life. We willingly take it with stocks and bonds every day. But we also consciously limit our risk by having a clear line drawn between money that’s investible ...
The second quarter of 2022 (Q2) was one that most investors were anxious to put behind them as it rounded out the worst first half of a year for stocks in five decades. Inflation, Federal Reserve policy ...
... into fancy software to analyze the model and tweak things until it’s just right. I make decisions about investment income, expenses, exposure to domestic versus foreign stocks, short- versus medium-term ...
... first look at a couple of charts showing three major asset classes: US stocks (the green line), foreign stocks, (in blue), and US bonds (in orange). To these I’ve added a super-basic 60/40 portfolio mix ...