With changes coming to the tax code, we look at its impact on investors and how long growth stocks will continue to outperform their value counterparts.
As tax-reform proposals are analyzed and debated, we look at the differences between the House and Senate plans for income-oriented investors. Also, we look at the implications of GE’s dividend cut.
With growth-oriented investing continuing to outperform a value-based approach, we look at whether this trend will continue and what might tilt the balance.
Many top strategists, including Rick Reider of BlackRock, favor stocks over bonds. We look at those analyses plus other news about income investing.
Here are the key takeaways from events and interviews for capital-growth investors during the past month. Focusing on strong companies with a competitive advantage offer opportunities, but it comes at a price.
Changes to the tax code and the Fed’s impact on interest rates are some of the topics we explore for income-oriented investors.
Growth stocks have been outperforming their value counterparts and investors can look at Amazon as an example for why this happened. Meanwhile, new research on a smart-beta-growth strategy looks at the theoretical foundations surrounding traditional growth indices.
Closed-end funds and emerging-market debt offer opportunities for income investors. We also look at Vanguard’s most recent announcement about its bond ETF and what to expect from the FOMC this month.
For capital-growth investors, we look at research on a household’s decision to tilt towards value or growth stocks and the unintended consequences of passive investing. In other news, Columbia Professor Stephen Penman discusses the “value trap” and how to handle accounting in evaluating equity investments.
With uncertain market conditions, income investors can look to dividend investing as a strategy for different market conditions. This week’s news also looks at how income investors can deal with increasing interest rates.
We take a look at the characteristics of growth investors and whether growth stocks are on the decline. In other capital-growth-related news, signs are pointing towards a downward trend in the tech sector but continued growth for financial stocks.
Despite rising interest rates, income-oriented investors are continuing to find value in ETFs. Elsewhere in income-related news, U.S. investors brace for proposed tax cuts while across the globe the Chinese bond market is pushing for inclusion in the major indices.
In the news this week for capital-growth investors, infrastructure offers opportunities, while certain ETFs provide commodity exposure. Looking abroad, investors with a flexible approach can find pockets of opportunity with Asian credit.
In the news this week, a panel of income experts discusses the best ETFs for boosting income. Emerging market bonds and P2P lending offer opportunities as interest rates rise and the energy sector is adapting with income investors in mind.
New technology will allow you to apply for life insurance with a “selfie.” In other news, inflation-protected annuities are becoming more appealing as the economy grows.
What fundamentals are important for growth and which industries call for caution? Rapid growth in the ETF industry and a surge in multi-asset funds are among the current news for capital-growth investors.
Municipal bonds have performed exceptionally well this year, but aspects of Trump’s proposed tax policies threaten to disrupt segments of that market. Here is the latest news and analysis on the likely impact on the municipal bond market.
As we wait for details on the new tax plan proposed by President Trump and the impact it will have on investors, let’s review some current news for income-oriented investors.
Growth funds were the top performers in the first quarter of 2016. Moreover, nine of the top 10 performing funds over the last decade were in the growth category.
Dividend stocks and closed-end MLP funds are two options for income-oriented investors in an uncertain market, while bonds offer retirees less equity risk and additional income.
With new data emerging showing consumers lack an understanding of alternative investments, we explore different alternative strategies investors can use to help educate their clients.
With rising demand for alternative investments, two articles explore the offerings in liquid hedge funds. Another article looks at a new platform that makes it easier for advisors to access alternative investments.
Snap’s IPO, Warren Buffett’s annual shareholder letter and the looming April 18 tax deadline all impact investment decisions. Let’s explore what is happening for growth-oriented investors.
Emerging markets, bonds and certain sectors offer opportunities. Let’s look at how the market is affected and what income-oriented investors can do to prepare for change.
With a diversified portfolio, alternative investments can complement more conservative investments and produce higher returns. This week’s news focuses on pockets of opportunities, such as in multi-asset absolute-return funds, smaller hedge funds and real estate.
According to a New York Times article, Seth Klarman has warned investors of high market valuations and of the adverse consequences of President Trump’s policies. In other news, we look at the prospects for REITs, crowdfunding and other investments.
With President Trump continuing to make waves in the market and the Federal Reserve holding on interest rate hikes, investors should prepare for changes. Let’s look at whether clients should overweight U.S. allocations and which sectors income-oriented investors should favor.
Using alternative investments allows investors to hedge against changes in the market and still see positive returns. Commodity ETFs and real estate investments offer investors options outside of traditionally “safe” investments. The rise of popularity in alternative investments has led to the acquisition of many smaller, specialized firms with specific industry knowledge that claim to understand how to best profit from the many asset classes.
Finding opportunities outside of traditional investments offers advisors unique ways to diversify portfolios. Crowdfunding is a way to participate in real estate investing without the traditional capital investment required. With the uncertainty of the new administration’s impact on policies, investors need to look for ways to reduce risk and increase growth.
The upcoming press conference with president-elect Trump could offer insights into policy changes and the domestic and global effects. Looking back at historical data and market cycles can help investors make sense of what might be changing in the new year. With positive returns last year, having strategies for a diversified global portfolio could help continue growth, even in unknown conditions.
The volatility of the domestic and global market creates an opportunity for investors to diversify portfolios. With the uncertainty of the new administration’s effect on trade, looking to global funds can help reduce overall risk in a portfolio. However, investors need to understand the political impacts on certain industries and currencies. Investors should also look at the potential risks associated with actively managed global funds to create a long-term growth plan.
Volatility in the market can make profitable investing a tricky task. It is important to understand the different investment options and the associated risks. With new research challenging traditional investing fundamentals, it is more important than ever to look at which strategies are available and how they can help create a diverse, flexible portfolio.
The new year brings an opportunity to reassess growth-oriented investments and take advantage of new opportunities. Looking ahead to possible policy changes will create a sustainable portfolio in a volatile market. It is also important to understand the needs of the younger millennial investors and their increased attention to social impact investing.
Growth stocks often lead to large returns but they require researching and understanding the industry and company before investing. Investors should look ahead to likely policy changes with the new presidential administration and their potential long-term effects to create a sustainable portfolio.
The rising cost of health insurance makes choosing the right insurance plan a big financial decision. Taking time to review the plan options, whether on a marketplace or employer-sponsored, can save money for the enrollee. With the new administration coming in January, policy changes are expected and could affect pension plans and other retirement benefits. Understanding what benefits are available and what changes are expected to come next year will help make sure your retirement decisions are sustainable long-term.
Higher education policy changes are on the horizon with the new administration coming in January. A comprehensive college savings plan, such as a 529 plan, is a good way to prepare for changes in student loans and college tuition costs. Proper research maximizes growth opportunities for 529 plans to fund future college expenses. Having a sustainable “savings” budget helps to minimize any overspending during the holidays and keeps long-term financial goals a priority.
Higher education costs are becoming part of many families’ financial conversations. With tuition rising faster than inflation it is important to understand the true cost of college and the consequences of over borrowing. Starting a savings plan early provides the benefits of long-term growth, and it is never too late to start. Knowing how to maximize growth in 529 plans makes saving for college attainable for any family.
With student loan debt on the rise, it is important to understand different options for funding education costs over the short or long term. Opening and contributing to a 529 college savings plan offers many benefits such as tax-free growth and higher returns, compared to many traditional savings options.
With the election over, changes in education policy are something we can expect to see. College savings options like 529 plans are a safe way to save. Staying current on policy changes and how this will affect student loans and tuition will help ensure sustainable saving.