Investments

  • Trade News Moves the Market
    Trade News Moves the Market

    Down sharply, then up mildly... as tensions continue

    Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China trade talks would continue. Even so, the major indices had a down week. The S&P 500 lost 0.76%, while the Nasdaq Composite fell 1.27%, and the Dow Jones Industrial Average declined 0.69%.
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  • Self-Directed 401(k) Investor Balances Rebound in Q1 Following Strong Market Performance
    Self-Directed 401(k) Investor Balances Rebound in Q1 Following Strong Market Performance

    Balances leap an average of 8.7% from Q4 2019

    According to Charles Schwab’s SDBA Indicators Report™, an industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts (SDBAs), the average SDBA balance jumped to $267,609 at the end of Q1 2019, an increase of 8.7 percent from Q4 2018, as the markets bounced back from the sharp losses experienced at the end…
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  • Retirement Income Investing: A Much Saner Approach
    Retirement Income Investing: A Much Saner Approach

    What if you could trade bonds more safely, more effectively, and less expensively than Wall Street's "masters of the universe"? ...You can

    by Steve Selengut

    There are three main reasons mere mortals invest in fixed income securities (government and corporate bonds, notes, loans, and preferred stock) and in variable income vehicles like mortgages, royalty trusts, real estate, etc:
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  • Many Americans Leaving Money on the Table When It Comes to Fixed Income Investments
    Many Americans Leaving Money on the Table When It Comes to Fixed Income Investments

    Fidelity Survey: Lack of clarity exists around rate of return and maturity dates

    What happens when a fixed income investment -- such as a certificate of deposit (CD) or a deferred fixed annuity -- reaches its maturity date? The answer: if left unattended, the investment will likely generate a much lower rate of return than other options available in today’s interest rate environment.
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  • Millennials and Sophisticated Investors Driving ETF Adoption
    Millennials and Sophisticated Investors Driving ETF Adoption

    New Vanguard research examines demographic and behavioral trends

    New Vanguard research identified distinctive behavioral trends amongst exchange-traded fund (ETF) investors, concluding that age and investment experience are the foremost drivers of ETF usage.
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  • Investors Anticipate a Turbulent Market and Look to ETFs to Ride Out the Storm
    Investors Anticipate a Turbulent Market and Look to ETFs to Ride Out the Storm

    Two-thirds expect to increase allocation to ETFs in 2019

    The majority of ETF investors (61%) expect market volatility to increase in the next six months, and close to half (44%) say they will put more money into ETFs as a result, according to the ninth annual ETF Investor Study by Charles Schwab & Co., Inc., a survey of 1,500 investors who have bought or…
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  • Retirement Account Balances Rebound from Dip in Q4, While Savings Rates Hit Record Levels
    Retirement Account Balances Rebound from Dip in Q4, While Savings Rates Hit Record Levels

    Staying the course results in significant increases in retirement balances on 10-Year anniversary of stock market low

    Fidelity Investments®, a broadly diversified financial services company with more than $7.4 trillion in client assets, today released its quarterly analysis of retirement savings trends, including account balances, contributions and savings behaviors, across more than 30 million retirement accounts.
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  • Major Indices Have a Mixed Week
    Major Indices Have a Mixed Week

    Patience, says the Fed

    Stocks were up and down last week, and the three major benchmarks ended up little changed after five trading days. The S&P 500 rose 0.20% for the week; the Nasdaq Composite, 0.22%. The Dow Jones Industrial Average declined 0.14%.
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  • Golf and Investing: Working The Ball
    Golf and Investing: Working The Ball

    Above par investing just takes practice

    by Steve Selengut

    I think it was the immortal Ben Hogan who quipped: I can put "left" on the ball and I can put "right" on the ball; But "straight" is essentially an accident. Most amateur golfers would make a slightly different observation.
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  • RIAs and Fee-Based Advisors Less Bullish about Pace of RIA Industry M&A Activity Compared to Prior Years
    RIAs and Fee-Based Advisors Less Bullish about Pace of RIA Industry M&A Activity Compared to Prior Years

    Yet Majority of RIAs and Fee-Based Advisors Still Believe M&A Activity Will Increase and Positively Impact their Business

    Merger and acquisition (M&A) activity in the Registered Investment Advisor (RIA) industry hit a new record for the fifth consecutive year in 2018, with transactions increasing 20 percent over the prior year’s high water mark.
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  • How Market Concentration is Affecting the US Economy
    How Market Concentration is Affecting the US Economy

    Study provides deeper insights into the relationship between concentration and market power.

    Barclays today released a new Impact Series study, entitled Increased corporate concentration and the influence of market power, which analyzes whether decreased competition is threatening the US economy or whether competitive pressures remain sufficiently strong to benefit industries, investors and consumers.
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  • S&P 500 Reaches a New Peak
    S&P 500 Reaches a New Peak

    Trade takes a back seat to earnings...

    Stocks returned to record territory, with both the S&P 500 and the Nasdaq Composite closing at historic highs. The S&P gained 1.20% for the week; the Nasdaq, 1.85%. The Dow Jones Industrial Average lagged, losing 0.06%.
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  • Facebook Reports First Quarter 2019 Results
    Facebook Reports First Quarter 2019 Results

    Zuckerberg: Focused on building out our privacy-focused vision for the future of social networking

    Facebook, Inc. today reported financial results for the quarter ended March 31, 2019. "We had a good quarter and our business and community continue to grow," said Mark Zuckerberg, Facebook founder and CEO.
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