Interest rates

Editor’s note: This article was originally penned in September 2017 by our late colleague Gordie Gorsuch. Although we have updated the data and observations, Gordie’s timeless advice lives on. There’s […]

If capital markets were an amusement park, investing in stocks would be like riding the tilt-a-whirl, whereas bonds would be more like the kiddie rides. That’s usually the case, anyway. […]

Does an inverted yield curve foretell economic disruption or signal that a recession is around the corner? If so, should we lighten our exposure to stocks? Many financial market observers […]

We’ve seen a lot of market history unfolding in real time—including past periods when investors were bracing for seemingly imminent inflation. Not unlike today! Is inflation about to run rampant, […]

While low mortgage rates may be alluring, some quick math can help whether refinancing your mortgage can be a smart money move.

A month ago, the U.S. yield curve—which usually slopes upward—turned downward. Legend has it inversions are bad news—inverted yield curves have preceded each of the last seven recessions. Should investors […]

Last month, the Federal Open Market Committee raised the fed funds rate a quarter point to a range of 1.50% to 1.75%. It is the first hike this year and […]

Q: Will Rising Interest Rates Hurt Stock Prices?

Despite rekindled fears over rising interest rates, higher yields are a positive development for long-term investors.

Do negative interest rates abroad penalize U.S. investors who hold international bonds? Not necessarily. Investors who hedge currency exposure enjoy a smoother ride while also counterbalancing the effects from negative […]

Recently, Federal Reserve officials announced they anticipate raising short-term interest rates later this year. This news is likely to renew fears for bond investors, as bond prices move in the […]

A total return approach to generating portfolio cash flow helps balance risk and return, enabling a portfolio to meet retirees’ long-term spending needs.