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


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


The Yield Paradox

Geoff Considine

*+-I have been struggling to understand a problem that I am going to refer to as the ‘yield paradox.’  Yields for individual asset classes look low.  The 10-year Treasury bond is yielding about 1.9%, and 30-year Treasury bonds are yielding a similarly paltry 3%.  The S&P 500 is yielding 2.1%, which is very low by… Read More


What Are the Core Asset Classes for Income Portfolios?

Geoff Considine

*+-In a recent post, I presented a list of the ‘core asset classes’ that investors need in order to build portfolios that fully exploit available diversification opportunities.  That article focused on portfolios designed for total return potential, the combined return from price appreciation and income generated by the assets in the portfolio.  For investors focusing… Read More


Saving and Investing for Retirement: Part Four

Geoff Considine

*+-Generating Income: Part Four of Our Special Five-Part Series During their working years, investors focus on saving and investing with a goal of building wealth.  As they enter retirement, either by ceasing paid employment entirely or by scaling back paid employment, investors shift their focus to using their portfolios to provide a reliable long-term stream… Read More