Author: Cliff Walsh, CFA

Looking Ahead to Falling Interest Rates

Looking Ahead to Falling Interest Rates

Posted by | Jun 30, 2023 |

Though the Fed has left open the possibility of two more rate hikes before the end of the year, investors “looking over the horizon” can see the potential for declining interest rates beginning sometime in 2024. Investors may want to get a head-start on considering some of the beneficiaries of falling interest rates since, because the markets are anticipatory by nature, much of the opportunity may be gone by the time interest rates begin their actual decline.

Read More
How to Stay Invested in the Stock Market

How to Stay Invested in the Stock Market

Posted by | Jun 8, 2023 |

Investors have heard for years that “time in the market” is much more critical to investment success than “timing the market.” The principal reason that “time in the market” is more important than “timing the market” is that few investors (even the best) can predict the turning points in the stock market with any precision or on a sustained basis.

Read More
The Impact of Rising Rates on REITs

The Impact of Rising Rates on REITs

Posted by | May 19, 2023 |

Few sectors are more impacted by rising interest rates than real estate, affecting everything from home affordability to commercial property valuations. Higher interest rates have been a substantial drag on the sector’s recent performance, and the potential of recession in the second half of 2023 looms as an additional risk facing REIT investors.

Read More
The Uncertain Future of Social Security

The Uncertain Future of Social Security

Posted by | Apr 21, 2023 |

Social Security has faced funding crises in the past and elected leaders have always arrived at solutions, albeit temporary ones, to extend funding. These solutions have centered on raising the contribution rate, the income ceiling subject to the Social Security contributions and the age at which full retirement benefits commence.

Read More
The SVB Collapse: Lessons for Investors

The SVB Collapse: Lessons for Investors

Posted by | Mar 31, 2023 |

The collapse of Silicon Valley Bank (SVB) was rooted in an entirely avoidable error. The problem was not with the bonds themselves; it stemmed from sharply rising interest rates, which, as any investor knows, causes the value of bonds to fall.

Read More

Subscribe

    Subscribe to receive a monthly recap of our three most popular posts.

    Recent Videos

    Loading...

    AP Awards 2021