With interest rates rising, income-seeking investors may have an easier time meeting their income targets. That said, risks remain.
Helping investors reach their goals despite the inevitable dips in the market is an integral part of multi-asset portfolios with an emphasis on downside protection.
Market returns for the next 10 years are likely to be lower than historical averages. Three rules may help investors navigate the low return environment.
History shows that in the past 7 U.S. interest rate hike cycles, average bond returns have been positive. That may hold true again in today’s rising rate environment.
The data shows that predicting Presidents and political parties should not influence portfolio positioning.
The typical news cycle about the upcoming elections, low returns and high volatility have caused concern among many investors unsure about how to best position their portfolio. Four key habits of some of the most successful investors may help.
Imagine if you could offer your clients a “sure bet portfolio.” Would it ensure perfect investor behavior?