This month’s reading of the Consumer Sentiment Index suggests the upcoming year-end holidays may hold a full stocking, rather than a lump of coal, for the U.S. economy.
The focus on the short-term impact of a rate rise is causing anxiety for many bond investors. But it ignores the potential benefits of higher rates to long-term bond investors.
As we head into the final weeks of 2014, are you and your clients prepared for the capital gain distributions that many mutual funds may pay out before year-end?
Let’s face it: Commodities are out of favor. It is times like this when investors might begin to reconsider why they hold a commodity allocation at all.
October 2014 was a good reminder of the challenges of trying to perfectly anticipate market sell-offs and rebounds.
Portfolio rebalancing can help keep investors within their risk comfort zone and on track toward achieving their financial goals. But sometimes, investors have a hard time seeing past short-term concerns to recognize the long-term value of rebalancing.
U.S. investors reviewing market performance at the end of third quarter 2014 may be tempted to conclude that investing outside the U.S. is futile. A longer-term perspective can help dispel that myth.