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Bonds are your Best Bet

Forget Stocks? With Oil Above $100 and the Fed Frozen, this Bond Strategy may be the only trade that makes sense right now. There’s a particular kind of quiet that…

2022-02-21

Bubbles & busts

In the realm of economics, a bubble refers to a period in which current prices of an asset greatly exceed...

2022-02-14

Keep cash but don’t leave it idle

It may be a good strategy to keep some cash as part of a well-balanced investment portfolio, for planned and...

2022-01-31

To Tender or Not to Tender?

Imagine you have been comfortably holding your bond for several years and you see on the financial news the issuers...

2022-01-24

What To Do When Your Fixed Income Investment Matures

Key Takeaways: Interest rate changes directly impact your reinvestment strategy and expected income. Callable bonds increase reinvestment risk in falling...

2022-01-17

What is Quantitative Tightening? A Guide for Investors

Understanding the Shift from QE to QT In earlier articles I covered the terms bond tapering and quantitative easing (QE...

2022-01-10

It’s a Jungle out there!

Ever noticed how many animal-related references are used in the finance world? In the past we have written articles about...

2022-01-03

Bond strategies in a rising interest rate environment

With higher interest rates on the horizon, investors may be hesitant to purchase bonds right now or be worried about...

2021-12-27

Are you a chicken counter or the boy who cried wolf?

How often have you heard someone say, “I made so much money in the stock market today”? I personally hear...

2021-12-20

Plotting the dots – crucial or cryptic?

With the U.S. Federal Reserve Bank (Fed) chairman, Jerome Powell, signaling a faster pace of tapering or reduction of monthly...

2021-12-13

The Hunt for Yields

As interest rates fluctuate or decline many investors often seek new products or consider restructuring their portfolio. Understandably declining rates...

2021-12-06

Income or growth?

Before making any investment decision, it is important to first determine the objective of the investment and how it is...

2021-11-29

Is speculating right for you?

Broadly speaking, financial markets are made up of investors and speculators. Investing and speculating are not the same. The terms...

2021-11-22

What is your risk profile?

Mirror mirror on the wall who is the savviest investor of them all? Many times, the new investor is looking...

2021-11-15

When your crystal ball doesn’t work so well – talking taper again!

In my July article, which was based on reasonable analyses and deductions, I predicted that the U.S. Federal Reserve Bank...

2021-11-08

Is investing only for the rich?

In a recent Sterling Asset Management panel discussion on Investing and Insurance, a question was raised that seems to be...

2021-11-01

Lifestyle Inflation

Congratulations you have finally gotten that promotion you have been working so hard for and with that promotion your salary...

2021-10-25

Adding bond funds to your portfolio

An investment fund is a financial vehicle that pools money contributed by a group of individuals to invest in different...

2021-10-18

To sell or not to sell – that is the question

Interest rates are low and have been for quite some time, so it may be hard to remember a time...

2021-10-11

Assessing the risk of default

Every investment has a probability of default – it has quantitative and qualitative components. If you are buying a bond...

2021-10-04

A deeper look at credit spreads

In an earlier article this year, I remarked that the paradox of bond prices rising as interest rates rise could...

2021-09-27

Investing my windfall

Everyone’s journey in life is different. We take different paths to achieving our goals and some paths may be more...

2021-09-20

Emotional investing

It is often quoted, “An investors worst enemy is not the market but his or her own emotions”. There are...

2021-09-13

Bond laddering for predictable cash flow

A popular investment strategy for an investor seeking a predictable cash flow is bond laddering. Bond laddering is in essence...

2021-09-06

Is volatility always a bad thing

There are always things happening to unnerve markets and cause volatility, from changes in commerce, to politics, to economic outcomes...

2021-08-30

Returns at different risk levels

It’s widely known that the return you earn is a function of the risk you take. Higher risk equals higher...

2021-08-23

Call and make me whole

One of the most overlooked features of a bond is a make-whole call provision but one can be forgiven for...

2021-08-16

Credit quality

In the investment world, the terms credit, credit risk and credit quality are repeatedly used when speaking about different asset...

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