Professional investors and other market participants are lousy at forecasting interest rates. Here are three more options to lock in higher yields today. Topics covered include: The risk of buying long-term bonds and ETFs to benefit from falling yields How volatility drag has impacted a long-term bond ETF like TLT Why interest rates won't go up just because the government issues more bonds How CDs, fixed annuities, and zero-coupon bonds work We compare and contrast the … [Read more...]
284 Plus: Mid Month Update, Mega Cap Stocks, and Investing Annuity Targeted Assets
In Plus episode 284 for the week of January 25, 2020, we review the latest economic releases to see if they show improvement. We review the massive inflow into bond funds as U.S. investors appear to be rebalancing their portfolios after a strong year for stocks. We consider the increasing concentration in the top 10 global stocks including Apple and Microsoft and how to mitigate that. Finally, we explore how a member should invest the funds that will be used to buy an immediate annuity in … [Read more...]