Why More Diversification Doesn’t Mean Be...

<p>Your portfolio might be due for an end-of-the-year cleanup. The Morningstar US Market Index is up about 15% through mid-November 2025, and overall performance has been strong for years (even after 2022’s down market). That said, some stock sectors have performed significantly ... Show More

<p>Investors are betting big on bond exchange-traded funds. Hundreds of billions of dollars have poured into bond ETFs in the first nine months of 2025. And more of these strategies have hit the market over the past several years. It’s important to remember that some bond ETFs ar ... Show More

<p>Are you getting the most out of your fund’s performance? Over the past 10 years, the average dollar invested in US mutual funds and exchange-traded funds earned 1.2% less per year than what those funds returned during the same period. That’s the top-line finding in this year’s ... Show More

<p>Why investing in non-investment grade bonds, leveraged loans, and preferred stocks is potentially more compelling than investing in common stocks at present.</p><p>Topics covered include:</p><ul><li>Why Howard Marks told institutional clients to sell stocks and buy high-yield ... Show More

Kathy Jones, Chief Fixed Income Strategist at Schwab, joins Forward Guidance to share her outlook on interest rates, credit spreads, the economy, and the Federal Reserve. Filmed on December 5, 2023. __ MetaMask Portfolio is your one-stop shop for all things web3. Instead of conne ... Show More

<p>We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.</p><p>Topics covered include:</p><ul><li>Where current interest rates stand</li><li>Centra ... Show More

Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ... Show More

Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to increase; tax flight is inevitable. Market correction continues; can it hold support at 100-DMA? A 10% correction would be ... Show More

Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target's earnings show the consumer is still spending; markets continue in 4-month advance, longest since 1970. Preceding a correction? Ma ... Show More

<p>The Fed is hiking interest rates, and, in response, bonds have suffered some of their worst losses in decades.</p><p> </p><p><em><u>Today&#39;s Stocks &amp; Topics:</u></em> Goldman Sachs, High-Rate Dividends, LUMN - Lumen Technologies Inc., Roth I-R-A, VDE - Vanguard Energy E ... Show More

<p>How convertible bonds work, why they gained 50% in 2020 and outperformed stocks over the past five years. Why Vanguard shut down their convertible bond mutual funds.</p><p>Topics discussed include:</p><ul><li>How big is the convertible bond market</li><li>Why companies issue c ... Show More

<p><strong>Investors might be wise to look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued.</strong></p><p><strong> </strong></p><p><strong>Today&#39;s Stocks &amp; Topics: NKE - Nike Inc. Cl B, DVN - Devon Ene ... Show More

(11/6/23) Friday's employment report was weaker than expected, as expected; there's always no recession in sight...until it is. How long will it take for the lag effect to appear? Black Friday preview; market rallied to 6% after previous week of disappointment. Markets ran throug ... Show More