A Steady Strategy
No matter how much you try to make objective decisions, you may be tempted to guess at market movements. One approach that should alleviate the guesswork is dollar-cost averaging.
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
Corporations sell bonds to finance operating cash flow and capital investment. Corporate bonds usually offer higher interest rates—and are subject to more risk—than U.S. Treasury securities with comparable maturities. Investors who rely on corporate bonds for retirement income, or to help temper the effects of stock market volatility, should consider the degree of risk they are willing to accept in their bond portfolios.
“Sell in May and Go Away” is just Quack
The “Money Talks” Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.”
In the news: Investing through inflationary times
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how inflation should be considered when investing.
4 Investment Concepts You Need to Know
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.
Growing Interest in Socially Responsible Investing
Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets. This upward trend suggests that many people want their investment dollars to pursue a financial return and make a positive impact on the world.
4 Things Investors Should Know About Stock Splits
As an investor, you may wonder what a stock split is and how it might affect your portfolio. A common misconception is that splits automatically increase the value of an investor’s holdings.
Money Market Funds in a Low Rate Environment
The funds rate affects many short-term interest rates, including the rates on money market mutual funds, which were already low to begin with. What’s the appeal with such a low return? Stability and liquidity.
For Sale: This Internet Meme
Ever want to invest in something and let the actual investment be a surprise? Perhaps you’re interested in owning an Internet cat meme or a tweet. This week our Experts take a deep dive into the “new alternative” asset classes, discussing Special Purpose Acquisition Companies (SPAC), Non-Fungible Tokens (NFT), and cryptocurrencies.
Real Estate for Income and Diversification
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds. The primary appeal of REITs is the potential for a consistent income stream and greater portfolio diversification. Of course, like all investments, REITs also have risks and downsides.