Income Investors Are Feeling the Squeeze

How Income Investors Can Manage Their Investment Portfolio in Today's Economic Environment

*+-Investors have been finding it increasingly difficult to generate income in their investment portfolios. This is a problem that impacts many people who rely on portfolio income to live on or to supplement the income they receive from other sources, such as social security and pensions. When interest rates are higher, options for investment income are… Read More


The Volatility of Volatility: What You Need to Know About the VIX

Volatility and its long-term effect on your investment portfolio

*+-Volatility is often perceived by investors as a negative. No one likes to think about the likelihood that their stock prices will move in the wrong direction. And a high level of volatility can act as an impediment to successful investing, especially when it causes people to make irrational portfolio decisions based on short-term events…. Read More


3 Insights into the Millennial Investor

Millennial Investors and their Investing Strategies

*+-Generation Y—also known as the Millennial Generation—refers to the population segment born between the early 1980s and late 1990s. Like most generational cadres, this demographic tends to have a different set of values and preferences than its predecessors, and research[1] indicates that these differences become especially clear when it comes to investing. Already, several themes… Read More


Will the Current European Economy Affect Your Investment Portfolio?

European Economy

*+-Collectively, the European Union (EU) has the largest economy in the world as measured by gross domestic product (GDP). Last year the total value of all goods and services produced within the 28-member EU totaled 14.3 trillion euros, according to the International Monetary Fund.[1] But the European economy has been languishing, and due to its… Read More


How Bond Market Investors Cope in a Low-Rate Environment

Bonds

*+-It’s understandable that bond market investors might be frustrated at this point in time. Most already have lower total return expectations than stock market investors, which they accept in exchange for lower overall levels of risk and regular interest payments. However, the total return expectations within the bond market have become so low that investors… Read More


Folio Investing, Motif, and Tailored Portfolios

Geoff Considine

*+-Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. Motif is a young firm that has gotten a lot of media coverage for enabling investors to build, track, invest in, and manage portfolios of individual stocks. Much of the functionality that Motif provides to individual investors… Read More


How Baby Boomers May Impact Asset Classes and Investment Vehicles in the Future

Baby Boomers

*+-Some investors may be wondering how the aging baby boomer generation—many of whom are at or near their retirement age—might impact the investment landscape in the future. Baby boomers control a lot of wealth in this country and the decisions they make regarding that wealth may significantly affect certain asset classes and market sectors. The… Read More


Oil, Markets, Volatility

Oil, Markets, Volatility

David R. Kotok

*+-Sharply lower oil prices have occasioned a huge discussion about their impact. We see it play out daily in newspapers, on TV and radio, at websites, on blogs, and in market letters. The range of forecasts runs from one extreme to another. On one side, pundits predict a recession resulting from a US energy sector… Read More