Advisors

Rising interest rates are to blame. With the Federal Reserve Bank continuing to hike the short-term fed funds rate, longer-duration investment-grade bonds with historically low yields have suffered. “The hit from interest rates has been a big deal,” said Elaine Stokes, a fixed-income strategist and manager of several bond funds at Loomis Sayles. While the
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Sandberg’s late husband, Dave Goldberg, was the CEO of SurveyMonkey. SurveyMonkey’s prospectus lists Sandberg’s ownership of the company through a revocable trust as 10.3 million shares, or 8.4 percent of the company after the offering. Sandberg’s charitable plans are part of her plans to participate in the Giving Pledge, whereby some of the world’s wealthiest
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If you want to give money to charities you believe in, you may want to consider two strategies that can help you boost your bottom line. Instead of giving cash, try donating appreciated securities, such as stocks or mutual funds, according to certified financial planner Sophia Bera, founder of Gen Y Planning. If you itemize
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Each person’s individual investing strategy may be different, but there are things every investor should avoid. Many individuals start investing with little to no education about the markets and learn the hard way by losing money. Instead, take note of these four investing mistakes. 1. Trying to time the market. Popularized by film and social
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You shouldn’t use your house to help pay your monthly bills, but nearly 1 in 6 American homeowners thinks that’s just fine. Those were the findings from a recent survey by Bankrate.com. Earlier this month, the personal finance website took an online poll of 719 homeowners, asking them about using their home equity — the
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The new tax code makes a big change to the individual retirement account landscape, according to financial advisor Winnie Sun. People are no longer allowed to go back and recharacterize their individual retirement accounts — if, for example, they realize they paid more taxes than they needed to, she said. “This is critical, because if
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Decades ago the problem for individual investors was getting enough information without buying costly subscription services. Thanks to the internet, investors now have access to free, real-time data at the click of a button. The challenge lies in selecting the right information for assessing a specific stock and evaluating it correctly. The process of selecting
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Interest rates have been marching steadily upward for months, and the Fed has indicated plans to raise interest rates twice more before year’s end in an effort to temper inflation amid a growing economy and sustained job growth. “There’s been a sea change in the markets,” said Matt Diczok, fixed-income strategist for Merrill Lynch and
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One big question on investors’ lips today is whether bitcoin is risky or not. And the answer to that question is yes, according to financial advisor Ted Jenkin, CEO at Oxygen Financial. Bitcoin is a peer-to-peer digital payment system. And because of that, there’s no government involvement, no central authority and no FDIC insurance, Jenkin
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When plotted over time on a graph, the spread of the two rates normally forms a curve — the wider the difference, or spread, the more pronounced the curve. This curve is what’s known as the yield curve, though there are other curves involving yield differences. When long-term bond rates are higher (they usually are
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Becoming too emotionally attached to investments can result in irrationally clinging to an asset longer than you should. This can be especially true of stock issued or sold to you by your employer. Taking an unrealistic view of your company stock can lead to a critical lack of portfolio diversification. Whether it’s being overconfident about
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