Investments

  • Longevity And The Pursuit of Higher Returns Longevity And The Pursuit of Higher Returns

    Three ways to help improve participants’ retirement outcomes in a lower-return world

    Individuals already struggling to achieve a financially secure retirement face an intensifying challenge. Not only are they living longer, they are also confronted with declining expectations for long-term returns on their retirement assets. read more
  • New Year Starts with Record Highs New Year Starts with Record Highs

    All three major domestic indexes are up

    The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs. read more
  • Freddie Mac Transfers Risk on $215 Billion of Single-Family Mortgages in 2016 Freddie Mac Transfers Risk on $215 Billion of Single-Family Mortgages in 2016

    Approximately $25 Billion Loss Protection Provided to Taxpayers to Date

    Freddie Mac (OTCQB: FMCC) transferred $8.4 billion in potential credit losses on nearly $215 billion of single-family mortgages to private market investors across its four single-family credit risk offerings in 2016. read more
  • Opening The Door to Closed-End Funds Opening The Door to Closed-End Funds

    Can they really eliminate the drawbacks of traditional mutual funds?

    by Steve Selengut

    A Closed End Fund (CEF) is a publicly traded investment company that invests in a variety of securities such as stocks, bonds, preferred stocks, real estate, mortgages, oil and gas royalties, etc. The variety of sectors, classifications, and geographical representation is every bit as confusing as it is with traditional funds, but the advantages are easy to understand. read more
  • Emergence of “Robo-advisor” for Women Emergence of “Robo-advisor” for Women

    Comprehensive Financial Strategies Serves as the Driving Force

    Miss Kaya is the first licensed robo-advisor in Singapore, with Marvelstone Capital as its fund management company. Currently available to high net worth individuals, the plan is to be accessible to retail investors in the near term. read more
  • A Tale of Two Indexes A Tale of Two Indexes

    The year ended quite differently from where it began... What’s it all mean for 2017?

    Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined. read more
  • Investor Confidence Indices Dip in December Investor Confidence Indices Dip in December

    Reactions to post-election market rally, Fed hike

    A year-end market rally and the second Fed interest rate hike in a decade served to slightly dampen affluent investor enthusiasm in December, according to Spectrem's High Net Worth Insights newsletter. read more
  • Investing Under the Dome Investing Under the Dome

    Oh my God... bond prices are falling!

    by Steve Selengut

    What are the two main reasons mere mortals invest in income purpose securities: one is their inherent safety compared to equities... a 50% income asset allocation is much safer and theoretically less volatile than a 100% equity exposure. read more
  • For Mr. Trump, Social Security Is Workers’ Top Retirement-Related Priority For Mr. Trump, Social Security Is Workers’ Top Retirement-Related Priority

      The Fragile Retirement Outlook of American Workers

    Today, nonprofit Transamerica Center for Retirement Studies® (TCRS) released A Compendium of Findings About American Workers (Compendium), a multi-year study which finds that only 39 percent of workers say that they have either fully financially recovered (20 percent) or were not impacted (19 percent) by the Great Recession, a finding that is slightly higher than in 2015 (37 percent) but represents an improvement since 2014 (29 percent). read more
  • Husson University Creates Stock Index That Tracks Companies Impacting Maine’s Economy Husson University Creates Stock Index That Tracks Companies Impacting Maine’s Economy

    There's a new index in town...

    Heard of the Dow Jones Industrial Average, the NASDAQ Composite, and the S&P 500? Well make room investors, there’s a new index in town. read more
  • Changes in Asset Allocation in Sovereign Wealth Funds Focus on Private Market Capabilities Changes in Asset Allocation in Sovereign Wealth Funds Focus on Private Market Capabilities

     Studies reveal new trends in short and long term strategies

    Two new white papers released today from State Street Corporation (NYSE:STT) and the International Forum of Sovereign Wealth Funds (IFSWF) reveal changes in asset allocation among sovereign wealth funds (SWFs) over the past three to five years. read more
  • Why Did The Fed Raise The Interest Rate? Why Did The Fed Raise The Interest Rate?

    Fostering 'maximum employment and price stability’

    The biggest headline from last week, however, was a development the market anticipated for quite some time: The Federal Reserve decided to raise its benchmark interest rates - for only the second time since 2006. read more
  • Asia Expected to Remain the World’s Growth Engine Asia Expected to Remain the World’s Growth Engine

    ... Amid increased global macro uncertainty

    Emerging markets in Asia are expected to continue to grow in 2017, offering opportunities for investors amid ongoing global political and market volatility. read more