Why More Diversification Doesn’t Mean Be...

Vanguard redefined investor-first for the better, and it’s aiming to maintain that reputation. Vanguard revolutionized passive investing when it created the first retail index fund. The behemoth asset manager continues to attract swells of everyday investors and money with headli ... Show More

Will Vanguard’s next 50 years live up to its first half century? The popular investment firm counts millions of everyday investors among its clients. Vanguard CEO Salim Ramji joined the firm from its rival, BlackRock. Ramji is influencing Vanguard’s direction while keeping the ov ... Show More

Too many funds and stocks in a portfolio can create clutter and make rebalancing time-consuming. Allocation funds such as balanced funds can make it easier to stay diversified and invested during market volatility. That’s because these funds automatically rebalance, moderating bi ... 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

The Fed is hiking interest rates, and, in response, bonds have suffered some of their worst losses in decades. Today's Stocks & Topics: Goldman Sachs, High-Rate Dividends, LUMN - Lumen Technologies Inc., Roth I-R-A, VDE - Vanguard Energy ETF, HIMX - Himax Technologies Inc. ADR, M ... 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

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. Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bo ... Show More