The FOMC has raised the funds rate nine times since December 2015, with four increases in 2018 alone. March projections suggest that there may be no rate increases in 2019 at all. We explain in this week’s Financial Tip.
For April 2019, we’re keeping our focus on three main areas: The Fed’s pause on interest rate hikes and unwinding of their balance sheet, the near inversion of the yield curve and the economic slowdown in China.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.
A DRIP automatically reinvests your shareholder dividends in more shares of the same company’s stock. When you are due a dividend, you are issued more shares of stock instead of a cash dividend payment. In some cases, the issuing company will cover the broker’s fees and may even provide the additional shares at a discounted…
Investors who own shares of common stock have the right to vote in elections on certain corporate matters. Election outcomes can help determine the company’s short- and long-term profitability, and ultimately the stock price. The spring proxy season (generally April through June) is when many publicly traded corporations hold annual shareholder meetings. A smaller number…
From expansion to exhaustion to contraction to recovery—market and economic cycles have distinct phases. In this edition of Casual Finance Friday, Research Analyst Jacob Keen discusses market and economic cycles and the inherent physics of mean reversion.
Henssler’s Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen join Chief Investment Officer Troy Harmon to discuss the commentary from the January Federal Open Market Committee Meeting when the Fed did not enact an interest rate hike. They also take a look at companies’ fourth quarter 2018 earnings compared to the guidance companies are…
Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion. Advisors label as aggressive or risky an investment that has been prone to wild price gyrations in the past. The presumed uncertainty and unpredictability of this investment’s future performance…
Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors; other goals included saving for college or a house, building an emergency fund, or providing current income.* Mutual funds offer a convenient way to participate in a broad range…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the Federal Reserve’s monetary policy, the U.S. government shutdown, and the ongoing trade war with China are affecting our economy. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to…
