Results for Fixed Income Securities

WEEKLY UPDATE - OCTOBER 17, 2016
In This Issue
Though stocks rose Friday after statements from Federal Reserve officials, the major indexes ended the week lower amid choppy trading. For the week, the S&P 500 lost 0.96%, the Dow fell 0.56%, the NASDAQ dropped 1.48%, and the MSCI EAFE declined 1.40%.[1]
Counting the Cost of Hurricanes
Whenever disaster strikes, people often wonder: What's all this going…

WEEKLY UPDATE - JUNE 22, 2015
In This Issue
Last week, markets shrugged off concerns about deadlocked Greek negotiations and rallied on strong economic data, sending the NASDAQ to a new historic high. For the week, the S&P 500 grew 0.76%, the Dow rose 0.64%, and the NASDAQ gained 1.30%
[1]
The Federal Reserve wrapped up its June meeting on Wednesday surprising no one with the announcement that the central bank will keep rates at zero percent for a while longer. Though the…

Most will agree that one of the least enjoyable summer traditions is summer school. I got a vivid reminder of this the other day when I put my youngest son on the bus for his summer classes, then had flashbacks to my own summer before 9th grade when I did the same thing. But while summer school is not particularly fun (at any age), it can be extremely valuable
In my experience, summer school gave me a preview of material I needed to…

WEEKLY UPDATE - MARCH 23, 2015
In This Issue
[1]
The Federal Reserve Open Market Committee met last week and issued a statement that supports future interest rate hikes. Though rates won't come up at the next meeting in April, a June hike is possible if the economic tea leaves show continued improvement. [2]
What could an interest rate hike mean for markets? While we can't predict the future, we can look backwards to see what hints history can provide. Back in June…

Fixed income fund manager Fraser Lundie of Hermes explains how he mitigates interest rate risk in his portfolio and why he prioritises quality and long duration bonds

WEEKLY UPDATE - NOVEMBER 16, 2015
In This Issue
Markets gave up gains last week and closed lower, ending the worst week since mid-August. Nerves about a possible December rate hike and faltering commodity prices contributed to selling pressure. For the week, the S&P 500 lost 3.63%, the Dow fell 3.71%, and the NASDAQ dropped 4.26%. [1]
A series of coordinated terrorist attacks shook Paris on Friday, leading to at least 129 dead and hundreds wounded. [2] Our thoughts are with the victims…

Randy Frederick and Collin Martin discuss how the Fed’s cautious approach is working against investors who want to increase their fixed income allocations. C...

Treasury Inflation-Protected Securities, or TIPS, can help combat the effects of inflation on your fixed income holdings, but return expectations should be tempered due to low absolute yields and the risk of yields moving higher.

Here's how to survive if the Federal Reserve raises rates next month and the incoming Trump administration stimulates the economy by borrowing money.

Willis Towers Watson makes the case for an objectives-based approach focusing on specific risks like equity beta and interest rates.

Advisers should position the products more like fixed income than equities.

Making your nest egg last through an entire retirement is getting increasingly difficult, and there’s no doubt that leaving the workforce while still carrying debt can be risky because of your fixed income.

If you're living on a fixed income, every penny counts! Use this checklist to make sure you're saving money where you can. And if you're ...

No single bond (or even bond fund) can do it all. We'll help you match your goals with appropriate fixed-income picks.

Anyone who has paid attention to the TV recently has likely seen a lot of commercials for something called a reverse mortgage. For those who might not know, a reverse mortgage is exactly that. In this option, people receive monthly payments from a lender in exchange for equity in their homes. In essence, this functions as an annuity
One of the major benefits of a reverse mortgage is that it can be used to cover the costs associated with long-term care. Over the…

10 Money Saving Tips for Seniors: If you’re living on a fixed income, every penny counts! Use this checklist to make sure you’re saving money where you can.

Many people prepare for the inevitability of death by creating wills or trusts, spelling out instructions about medical care through advance directives, and naming beneficiaries on retirement accounts such as 401(k)s and IRAs. Sometimes overlooked in estate management is the transfer of securities that are in a non-retirement brokerage account, aspects of which can be planned ahead of time
Responding to issues raised by investors calling…

It has become a perfect storm across the G3 for higher yields at a time when the market is still positioned for pessimism. The next question is: how deep can this fixed income correction become? Because we know what happens to risk if yields go too high….

Every penny counts when you are living on a fixed-income in retirement. Here are five easy ways to shore up your budget without having to make significant lifestyle changes.

What “Recovery” Feels Like
Today’s headlines are dominated by the claims, promises, accusations and trash talk of our noble presidential candidates. Each says they’re fighting for the future of middle-class Americans, a category of citizens for whom neither can admit to being a card-carrying member
But who is the middle class, anyway? Recent research and survey trends have unleashed some interesting findings. For example, since 2000…