Investments

  • Eyes Forward: Opportunities and Obstacles
    Eyes Forward: Opportunities and Obstacles

    Wells Fargo Investment Institute releases its 2019 mid-year outlook, suggests the S&P 500 will close around 2,850 at the end of 2019

    Wells Fargo Investment Institute (WFII) today released its “2019 Midyear Outlook Eyes Forward: Opportunities and Challenges.” The report makes the case that the current 10-year economic expansion is not over and that all avenues for investors to consider will require careful assessment.
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  • In Search Of Yield, U.S. Insurers Boost Investments in CLOs
    In Search Of Yield, U.S. Insurers Boost Investments in CLOs

    Though industry levels are low, lower-rated CLO holdings could contribute more noticeably to losses from certain insurers’ investment portfolios

    In an effort to boost investment returns, US insurers expanded their collateralized loan obligation (CLO) holdings in 2018, albeit the investments were highly rated, Moody's Investors Service says in a new report, the third in a series examining insurers' investments.
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  • Will The Fed Vote A Rate Increase This Fall?
    Will The Fed Vote A Rate Increase This Fall?

    76% say it should

    With the Federal Reserve expected to contemplate a rate cut on Wednesday and markets indicating there is a 97% chance of a drop in rates by the Fed’s September meeting, the personal-finance website WalletHub today released the results of a brand-new Fed Rate Survey gauging consumer sentiment on the matter.
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  • 5 Ways To Help Protect Retirement Income
    5 Ways To Help Protect Retirement Income

    These rules of thumb can help keep your client's retirement plan on track

    If you're approaching the off-ramp to retirement—or already there—it's important to think about protecting what you've saved and helping to ensure that you'll have enough income throughout your retirement. After all, you worked hard to get to retirement. So you want to be able to enjoy it without having to worry about money.
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  • Dads and Moms Are Significantly More Likely to Embrace New Tech & Tools to Manage Finances
    Dads and Moms Are Significantly More Likely to Embrace New Tech & Tools to Manage Finances

    Parents outpace the general population in wanting to leverage mobile, voice, social, and other new technologies in managing their investments

    E*TRADE Financial Corporation (NASDAQ:ETFC) today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors.
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  • 401(k) Participants Believe $1.7 Million is the Magic Number for Retirement, but Their Investing Behavior May Leave Them Short
    401(k) Participants Believe $1.7 Million is the Magic Number for Retirement, but Their Investing Behavior May Leave Them Short

    For many, targets are realistic but they're just not on track to reach those goals

    New research from Schwab Retirement Plan Services finds that although 401(k) participants believe they need $1.7 million, on average, to retire, many are not investing enough to reach that goal. The nationwide survey of 1,000 401(k) plan participants also reveals the outsized role of the 401(k) in Americans’ finan
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  • Economic Optimism Weakens Just One Month After Hitting 15-Year High
    Economic Optimism Weakens Just One Month After Hitting 15-Year High

    All components on the Presidential Leadership Index and National Outlook Index fall

    The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, fell 9.2 percent overall in June as every component on the index slid. Its 53.2 reading, which dropped from 58.6 last month, remains in positive territory however, continuing its record run of 33 consecutive months above 50.
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  • Fed Open Market Committee Expected To Ease Monetary Policy
    Fed Open Market Committee Expected To Ease Monetary Policy

    Combination of growth, inflation, and risks move panelists' consensus toward Fed easing

    Panelists for Wolters Kluwer's Blue Chip Economic Indicators June survey anticipate that the Federal Reserve's Open Market Committee (FOMC) will now cut interest rates, signaling a shift from the panel's expectations in the May survey for a rise in rates.
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  • Market Watch: Big Gains for the Major Indices
    Market Watch: Big Gains for the Major Indices

    Breaks out of a 6-week losing streak

    Stocks rallied during a week in which Wall Street was buffeted by headlines. The S&P 500 rose 4.41%. The Nasdaq Composite and Dow Jones Industrial Average respectively added 3.88% and 4.71%. The MSCI EAFE index of overseas stocks improved 2.02% across five days.
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  • Investor Movement Spikes To 6-Month High
    Investor Movement Spikes To 6-Month High

    Retail investors responded to increased volatility in May by taking on more risk

    The Investor Movement Index® (IMXSM) reached 4.93 in May, up 7 percent from its April score of 4.61. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
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