How Should I Invest? – 2019 Trends in Investing Survey

The “2019 Trends in Investing Survey” was published earlier this month in the Journal of Financial Planning. Our Money Man, Certified Financial Planner Paul Fain, joins us now to review the survey’s findings. ACCORDING TO THE SURVEY, WHAT ARE FINANCIAL ADVISERS RECOMMENDING TO THEIR INVESTMENT CLIENTS? 88%        Exchange-Traded Funds (increased from 40 percent of advisers

stocks

WBIR: Perks of Being a Stockholder

Fun Facts about Stock Ownership   Owning shares of stock in a company makes you an owner of that company and some companies treat their shareholders like real owners – giving them discounts and rewards on products and services.   HERE ARE SOME EXAMPLES OF SHAREHOLDER PERKS… Kimberly Clark and 3M: Gift boxes with an

Interest Rates

THE INTEREST RATE DILEMMA

Interest rates are an important part of everyone’s lives! Following the 2008 financial crisis, the Federal Reserve (“the Fed”) began to gradually increase key interest rates in December 2015 from a record low of near zero.  The expectation is that the Fed will continue raising rates in 2018 and 2019 (See Fed Chart.) On the

bond investments

WBIR: Bond Investments

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 –