Tag: bonds

Fed Raises Rates Again! – Weekly Update

March 20, 2017 | By Steven DiGregorio

For the fifth time in six weeks, domestic stock indexes ended last week in positive territory. The S&P 500 gained 0.24%, the NASDAQ added 0.67%, and the Dow eked out a 0.06% increase.[i] International equities in the MSCI EAFE grew by a sizable 1.99%.[ii] Over the week, we received a series of economic updates that […] READ MORE


To Rollover or Not to Rollover Your 401(k)

February 6, 2016 | By Steven DiGregorio

When leaving a job, take some time to evaluate the benefits of a 401(k) rollover.  The reasoning has to be sound, so let’s look at a few things to consider when evaluating the merits of rolling over 401(k) assets into an IRA. 1. Consolidation – Moving all of your 401(k) accounts at different former employers to […] READ MORE


“Investing for Dummies” During Difficult Markets

December 4, 2014 | By Steven DiGregorio

Investing in Difficult Markets Everyone’s financial situation is different. What may be good advice for a 21-year-old likely is not be the best advice for a 65-year-old. Some investors may be willing to accept portfolio risk while others look for safety. While some may be able to muddle through, others may need a professional financial advisor to […] READ MORE


6 Steps to Securing Your Retirement Portfolio

July 28, 2014 | By Steven DiGregorio

Few people reach retirement with perfectly allocated and optimized 401(k)s or IRAs. Only about 45 percent of all workers even have access to a workplace retirement plan at all, according to the Washington, D.C.-based Employee Benefit Research Institute. But if you do have one, chances are good you have more than one. The nature of the […] READ MORE


Bond Bubble to Burst? Take Shelter?

September 17, 2010 | By Steven DiGregorio

For those that are in retirement already or approaching retirement soon, the prospect of a bursting bond bubble and another hit to your personal retirement assets is enough to make you head for the hills!  The past decade has proven to be quite volatile given two “stock bubbles”, a “real estate bubble” and a “derivatives bubble”.  Now, with so much money […] READ MORE


Savvy Investors Prefer Preferreds

July 8, 2010 | By Steven DiGregorio

Shares of Preferred Stocks offer corporate bond-like yields plus potential gains.  Sound attractive?  Let’s take a closer look. Although bought and sold like common stocks, preferreds are more similar to bonds. They represent debt, not ownership in the corporation. They’re called preferred because a firm must pay its preferreds’ dividends before paying common stock dividends. […] READ MORE


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