Interest rates

Common investment worries – from rising rates to market drops – shouldn’t keep you up at night. Learn how a well-diversified portfolio can help you stay confident through market cycles.

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. […]

Yield curve inversions happen often. Learn more about what they are, why they spark recession fears, and why staying invested beats timing the market when the yield curve inverts.

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.