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Interest Rates

Retirees’ “Fundamental Misunderstanding” Of Bonds And Higher Interest Rates

The author of today’s article argues that retirees should be viewing higher interest rates favorably. This, however, is not how many retirees are reacting to higher rates – and the author suggests that this negative reaction “betrays a fundamental misunderstanding about investing in bonds.” What, in the author’s view, are many retirees getting wrong about investing in bonds, specifically when… 

Fixed-Income Investors vs. Rising Interest Rates: One Strategy To Consider

With interest rates ticking up, prospects for higher inflation as a result of economic growth, and the uncertainty that comes with a new face helming the Federal Reserve, how can fixed-income investors go about preparing for this environment and the additional risks it poses? The author of today’s article highlights his favorite idea in that regard – a vehicle which… 

A Homemade REIT ETF For This Rising Rate Environment

With REITs being hammered by rising interest rates, the author of today’s article sought out REIT ETFs that attempt to mitigate the effect of rising rates – and found that no such funds currently exist. So, he went about building his own REIT ETF “that in theory responds better to interest rates, lowers volatility and eliminates ultra high yield companies… 

Rising Interest Rates vs. Tax Reform: Will You Lose Money In The End?

Much of the market volatility of late has been the result of concerns over inflation creeping up – and the prospect of the Federal Reserve continuing to raise interest rates in response. The author of today’s article looks at what rising rates mean for your money, depending on the positioning of your portfolio in terms of bonds and stocks. Will… 

Small Caps, Big Dividends: 3 Small Cap Stocks With Yields Over 5%

Today’s article notes that, with the Fed finally moving to raise interest rates, “retirees will soon be able to park their money somewhere safer than dividend-paying stocks.” However, the author does not advocate abandoning these stocks altogether, with there still being “under-the-radar dividend payers that offer considerable value for investors willing to take a little more risk.” Three such stocks…