The recent spike in market volatility has left many investors concerned about their portfolios and uncertain as to how a rise in interest rates impacts their bond investments. LET’S START WITH BONDS 101, HOW DO BONDS WORK AND WHY DO WE BUY THEM? Bonds are generally conservative investments and they produce income –
The U.S. stock market recently entered correction territory – dropping about 10% – for the first time in two years. The increased market volatility continues to rattle investors. What is causing the market decline and what should you do about it? Here are 8 tips for your investment strategy. WHAT IS CAUSING RECENT MARKET
Is Bitcoin a Digital Currency or a Digital Tulip Bulb mania? Many investors are wondering if electronic money deserve a place in their portfolios. WHAT IS BITCOIN? Simply put, Bitcoin is a digital currency also called a “cryptocurrency.” It is a form of code made by computers and stored in a digital wallet. Transactions
How do you select a mutual fund to invest in? Well, for one thing, a recent article in the Wall Street Journal challenged the notion of relying on “star ratings” to make your picks. WHAT IS THIS HULLABALU ABOUT THE STAR RATINGS ON MUTUAL FUNDS? Morningstar research rates funds from 1-star (low) to 5-star
As seen on WBIR, Knoxville’s NBC affiliate station. Warren Buffett has a history of buying companies you’d never expect would capture his interest. His holding company, Berkshire Hathaway, has agreed to purchase a majority stake in Pilot Travel Centers over a six-year period. Is Mr. Buffett getting a good deal? HOW WILL THIS ACQUISITION
With the stock market at record highs, many investors are anxious about when the inevitable bear market will arrive. Is there a case for staying invested in the market? How can an investor remain calm and steady? IS RECENT STOCK MARKET PERFORMANCE TOO MUCH OF A GOOD THING? As of August 1, the stock
The findings are in! The conclusion from a recent Wells Fargo Investment Institute report? Women make great investors. WBIR-TV recently interviewed Paul Fain, president of Asset Planning Corporation to talk about what makes women investors great investors. PAUL, WHAT MAKES WOMEN GREAT INVESTORS? Women investors simply tend to follow recommended investment principles! As a
Controversy. Special investigations. Twitter bombs. Modern politics is making investors feel unsettled and concerned; but how much do politics really matter to your portfolio? Paul Fain, president of Asset Planning Corporation, recently appeared on WBIR to share his perspective. AROUND THE WATER COOLER OR THE COFFEE POT, THERE IS A LOT OF BUZZ ABOUT
Q2 2017 Investment Performance With six months gone in 2017, how are your investments doing? Did the stock market’s rising tide lift your boat? Or have poorly performing investments left you beached on dry land? HOW DID STOCK MARKETS PERFORM IN THE 2nd QUARTER? Strong global markets 3.02% US Stock Market 5.63% International
Have you ever wondered if a chef eats his own cooking? Does a doctor take her own medicine? Or, do financial planners invest in the same strategies they recommend to investors? Recently, a vice president at Morningstar, an investment research firm, wrote about his personal investment portfolio. His asset allocation is basically 93 percent stock, 4 percent cash,