The bell rings, and the excitement begins at 9:00 EST Monday through Friday most weeks. Wall Street opens up for trading, and thousands of companies are available for purchase as stock shares. Willing buyers and sellers reach a price for each of those stocks second by...
The start of the year has continued the already rough track for fixed income. Rising interest rates and elevated inflation shake the safety net that bonds have traditionally provided. And the pain becomes particularly unnerving for investors when the equity market...
Consider This Program with Jamie Burton and Daren Hardesty. In this segment we will cover: One of the most talked-about issues in the bond market is whether the U.S. Federal Reserve’s decision to raise short-term interest rates will trigger a dreaded bear market. The...
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Description: Assets – stocks, bonds, and cash – behave differently and have different jobs. The same is true of tax treatment. There is tax-deferred, taxable, Ira, Roth, 401k,...
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: These are the five main food groups of investing. Just like with food, we need some of each for a balanced diet. Also, like food, we'll lean them in different portions....
Consider This Program with Joe Clark, CFP and Grant Soliven, AIF. In this segment we will cover: Everything matures over time. That includes your body, mind, and portfolio. Here are things to consider as your bond portfolio matures. Schedule your complimentary Next...
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: The Topic is the Fiduciary Focus with this show highlighting fees and expenses. - A fee is a known number while an expense is an operating cost that varies from year to year....
Consider This Program with Joe Clark, CFP and Aaron Rheaume. In this segment we will cover: Stocks represent equity or ownership of a company. Bonds are debt instruments used to raise working capital for companies, governments, and municipalities. Traditionally, bonds...
This year begins as the worst start to a bond year in nearly a decade. According to Adam Harter, CFA and Chief Investment Officer at the Financial Enhancement Group, “2013 was a doozy for bond owners, and this year is so far on pace to well outdo the Taper Tantrum’s...
One of the reasons that Wall Street loves bonds is that they mature. Then, you have to redo something with capital. About 68-70% of the market is actually driven by bonds. You would think that the stock market is larger; however, it’s not. Bonds mature, they die, then...