by Jeffrey Barnett | Aug 26, 2020 | Uncategorized
Retiree Earning Income from Dividends Instead of Low-Yielding Bonds Low Interest Rates The Fed is likely to hold its short-term interest rate near zero for at least five years. This is a challenge for retirees and others who need stable sources of income. Depressed...
by Jeffrey Barnett | Aug 18, 2020 | Uncategorized
US Dollar After Inflation The US Federal Government’s massive $5.6 trillion expansionary policies through July 31, 2020 mitigated much of the short-term economic damage from the government-mandated shut-down, but is causing many investors to worry about impending...
by Jeffrey Barnett | Aug 10, 2020 | Uncategorized
As of August 7, the S&P 500 has nearly returned to this year’s February 19 peak, closing 1.1% below the previous high. However, the heavy weighting (by market capitalization) of rising tech stocks masks weaker performance of the overall market. This is shown...
by Jeffrey Barnett | Jun 27, 2020 | Uncategorized
Consider the following 10 ways to improve your retirement investments during the pandemic: Do increase long-term investment allocations to stocks while interest rates are depressed. At current low interest rates on high-quality bonds, a diversified portfolio of stocks...
by Jeffrey Barnett | Jun 27, 2020 | Uncategorized
For people planning on retiring soon, the Covid-19 pandemic produced two new factors to consider: Lower Interest Rates reduce income. Retirees will earn at least ¼ less income from their bond holdings now than January 2, 2020, as shown in table below.Higher Risk....
by Jeffrey Barnett | Apr 27, 2020 | Uncategorized
With the economy spiraling into a depression (25% or more unemployment), the S&P 500 stock index’s dramatic 27% recovery from its March 23 low can largely be attributed to: investors looking beyond the next few quarters of weakness, investors valuing firms with a...
