Rising Interest Rates

Is Now Really The Worst Time To Retire Since Just Before The Dot-Com Crash?

Earlier this summer, a Barron’s cover story advanced the claim that this is “the worst time to retire since just before the dot-com bubble burst”, pointing to the nearly decade-long stock bull market (and even older bond bull market) – and the “rising market volatility, rising inflation, rising interest rates and an uncertain economic outlook” expected to result – as… 

A “Pass-Through” Strategy For Income Seekers

Amid the low interest rate environment of recent years, many income-seeking investors have turned to high-yield bond funds and dividend mutual funds in the search for higher income. However, with interest rates now rising, these funds are becoming riskier – leading the author of today’s article to suggest an alternate strategy to generate income: investing in pass-through securities, which “are… 

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… 

Retiring On REITs: 3 REITs To Consider For Your Retirement Portfolio

“Perhaps the best stocks you can buy for your retirement portfolio are dividend stocks with strong long-term growth potential,” acknowledges the author of today’s article, who sees real estate investment trusts as offering some of the best opportunities in this regard despite their poor performance of late due to rising interest rates. Three REITs that the author sees as top… 

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… 

Preferred Stocks As A Retirement Income Stream

“Preferreds are one of the very few places where you can still get a reasonable income stream by historical standards,” states one manager of preferred funds in today’s article which examines the unique traits of preferred stocks that make them appealing (e.g. the aforementioned reasonable income stream), as well as the unique considerations that buyers of preferreds need to be…